Background & Setup
Use & Functionality
This tab can be used to configure your filters. Several filters available by default, but you can also add additional filters by using the "Add filter..." dropdown. The list of additional filters will be categorized into relevant groups and you will also be able to search to find a specific filter.
Once you have the filters you want, you can adjust them and select values to influence the results of the search.
This tab will contain a list of data points that will display in your results. Each item represents a column in the table of results. Similar to the filters tab, you can use the "Add column..." dropdown to select additional data points to be returned from the search.
You can update a column's number to change the order of the columns, and can click on the trash can to delete the column.
This tab is used to save and mange your search. If you are creating a new search, or viewing one that has been shared with you, the manage tab will allow you to name and save your search for later use. In that case, the filters, filter values, result columns, and sort order (which can be set after performing the search) will all be saved.
If you are viewing a search that you had previously saved, this tab will give you the ability to perform the following operations:
- Rename the search by changing the name and clicking "Save."
- Save the settings as a new search by setting the name, click "Save As." This will save the filters and result columns using the name in the textbox just above the "Save As" button.
- Delete the search from your list of saved searches by clicking "Delete."
- Share your search with other staff members by clicking "Grant Access."
- Revoke the sharing of this search with other staff members by clicking the "revoke" icon next to their name.
In addition to saving your search, and sharing it with others, you can also sign up to receive notifications. By clicking on the envelope and phone icons, you can sign up to receive notifications via email or text message, respectively. There are even separate options for "new" results and "updated" results. All notifications will include the search name along with a link to individual service (or client, ticket, etc. depending on the search type).
Clicking this button, if present, will pull up a list of saved searches. They will be categorized into two groups, "My Searches" (created by you) and "Shared Searches" (shared with you by others). Simply click on a search to load the filters and result columns. Once loaded, you can make any additional adjustments and click "Search" to perform the search.
Click this button to actually perform the search. Once the search is complete, you will see a table of results in the rightmost pane.
You can click on any of the headers with arrow icons to sort your results by that column.
If the results are cramped for space you can click on the thin strip between the settings pane and the results, with the "<>" icons. This will hide the filters and give that results more space.
Clicking this button will export the results table into a csv file.
The only search that functions slightly differently than the others is the service group search. For this page, all of the previous information holds true, but you will find that additional filter and result options will be made available after selecting a template by which to filter. In this case, that additional information is made available because it applies specifically to that template (custom fields, activities, activity statuses, etc.).
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