Save search for reuse

Saving a search is useful when you have to perform recurring search queries using the same search criteria. This option prevents you from having to define the criteria manually every time you want to use the same search criteria.

When you save a search, if you have filtered the data set, you save the both the search and the filter criteria in the search path, including categories. When you access a saved search, the system performs a new search and retrieves the most up-to-date interactions that match your search criteria.

Before you begin

(Optional) Filter interactions for analysis

Procedure

Perform a search.
To save the current criteria, select Additional Actions and then select Save Search.
Type a name for your saved search.
Define the visibility for your search:
- Private (available only for me): Only you are able to use and access the search. There is no limit to the number of Private Searches that can be created.
- Public (available for all users accessing this project): All users with access to the same project can access the search. Only the user who created the search and those with Assignment Manager Interactions application that allows administrators to define user access permissions and scope of the Interactions and Analytics applications. permissions can rename or delete the search.
  
  You can create a maximum of 100 Public Searches.
Click Save.