Saved Searches

Navigate to Saved Searches:

• Hover your mouse over Reports>Saved Searches
  • Select All Saved Searches from the popup menu

• You will find a list of all created Saved Searches in the new window.
  • Here you can find all the Saved Searches that Josh has created
  • You can add a new filter for this list
    • Click Edit View
    • Then click Available Filters

• • • Type in Owner in the field, located at the bottom of the list
      • Make sure that Yes is present under Show in Filter Region column

You can now click Save

• This will add a new filter to the All Save Searches list, where you can find Josh’s Name

Creating a New Saved Search

• Click New Saved Search button, located at the top of the Saved Searches list
  • Or go to Reports>New Search
    • Or go to Reports>Saved Searches>New Search
      • Either will take you to a new screen

• Find Item, listed toward the middle
  • This will take you to a new screen
• Here you can create your own Saved Search

• • First create a name for the Saved Search

    Example: BAJ: Collegiate Items

    • Make sure to check:
      • Public
      • Available as List View
      • Available as Dashboard View
  • Here you can set up Criteria

    Criteria are preset filters that will filter down your list automatically

    • Examples:
      • Dept
      • Typ
      • Subtyp_1
      • Etc.

• • Next we need to set up the Results

You can also have the Results sorted by three (3) categories

• Examples:
  • Name
  • On Hand
  • Base Price

This will be what shows when you search for items

• This are the fields that I use in my search:
  • Brand
  • Name
  • Display Name
  • Description
  • Description 2 (Custom)
  • Vendor Color (Custom)
  • On Hand
  • On Order
  • Location In Transit
  • First Received (Custom)
  • Last Received (Custom)
  • Purchase Price
  • Base Price
  • Item Location
• Next We will set up Available Filters

• Add the filters that you wish to have at the top of the Saved Search
• Make sure that you have checked the box, located under the Show in Filter Region column

I would recommend that one filter is: Preferred Vendor

• This will help filter your vendors
• You now should be able to Save & Run