Schedule a Saved Search
- Nehal Gupta
- Jeremiah Macht
At times you may want to repeat a saved search on a routine basis. This guide will help you to save a favorite search and schedule a routine export of your favorite search results.
Process Steps
Save Your Search
Select your desired search document. In this case we will search requisitions.
If you already have a favorite saved search, click My Searches. You will see your saved searches listed under Favorite Searches. If you don’t have favorite searches, review the Search Documents job-aid. Specifically the Saving Search Results section.
After saving a favorite search, you will notice when you click on My Searches you will see the saved favorite search nicknamed Engineering Requisitions.
Once you select your saved search, the name of the search will display at the top of the screen.
Schedule Your Search Export
Here you have the option to create a scheduled report of your saved search results. Select the Export dropdown and choose Manage Scheduled Exports.
This takes you to the Manage Exports screen and the Export Schedules tab. Select the Create Schedules for… dropdown menu. For this example we will choose requisitions.
Choose your Scheduled Export criteria. The Search to export refers to the saved search you created previously. In our case the saved search named Engineering Requisitions.Complete the criteria by defining the dates and frequency of your scheduled report and click Save.
“Type” means the format of how your search results display. In this case we selected Screen Layout which is the same data you would receive on screen. This example will receive the data as an Excel file.
After you save, you will be brought back to the Export Schedules tab where you will see the schedule you just created. You can edit, delete, or disable by choosing the Actions dropdown menu.
A notification and email will be sent to the user who created the scheduled export report. The export notification is displayed under the Bell icon in between the Action flag and your profile icon. The email will display the View Export link which will take you to the Export Requests tab of the Manage Exports screen where you can download the results file by clicking on the Scheduled Export For file.
The notification/email preference can be changed in your profile preferences.
If you forget how to get to the Manage Search Exports screen, you can find the link to it under your profile menu.
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