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Saving report search criteria
If you regularly run reports using the same search criteria, you can save and re-use the search criteria selected.
- Click Reports.
- Click a report category. For example, Activity Reports.
- Click Run next to the report you want to run. For example, Activities Logged Report by User.
- Select the search criteria, and click Save. you're prompted to enter a name for the saved search. You can select the Available to All Users checkbox to make the saved search available to all users.
- Enter a short description for the search, and click Save. When you return to the list of reports, the saved search criteria is displayed in a list next to the report.
- To run the report using the saved search criteria, click Run next to the saved search name.
- To edit a saved search, select it from the Saved Search column, click Run, make the changes you require and click Save.
- To delete a saved search, select it from the Saved Search column, click Run, then Delete.
See Also:
Running a report
Changing report display options
Adding favorite reports
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