Saving the Search and Running a Previously Saved Search

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Saving the Search and Running a Previously Saved Search

InvoiceSearchSaveSearchscreen-mh

 

 

InvoiceSearchSavedSearchesfields-mh

 

Once a search is created, it can be saved.

Note: Saved searches are user-specific.

With search criteria entered in the Search Criteria pane, click Save Search.

 

 

New Saved Search

 

If the search is being saved for the first time, the following Save Search dialog displays:

 

InvoiceSearchSaveSearchdialog-mh
 

Click OK.

 

 

Previously Saved Search

 

If a previously saved search was modified and then saved again, the following dialog displays:

 

InvoiceSearchSavemodifiedsearchdialog-mh

 

Click Yes if the modified search should be saved and the previously saved version overridden.

If a previously saved search was modified but not saved, the following dialog displays:

 

InvoiceSearchChangetoSavedSearchnotSaveddialog-mh

 

Click Yes if the modified search should be saved.

 

 

Running a Previously Saved Search

 

To run a previously saved search, in the Saved Searches field, use the dropdown similar to the following to select the saved search:

 

InvoiceSearchSavedSearchesfielddropdown-mh

 

Then click Search.

You can click Clear Search when a saved search criteria is visible. It clears the search criteria for you to create a new search. The saved search template still displays in the Saved Searches field dropdown.