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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
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