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On Demand Audit Current - User Guide

Introducing On Demand Audit Configuring On Demand Audit Change Auditor Integration Working with On Demand Audit Appendix A: Working with Filters Documentation Roadmap

Copying an existing search

Copying an existing search allows you to take advantage of existing settings and modify as required.

  1. Under the Searches tab, select the search.
  2. Click the copy icon. The search is created with "Copy" appended to its name.
  3. Enter a new name and change the category, if required, by selecting a new category from the drop don list.
  4. Select whether this is a private or shared search. See Working with private and shared searches.
  5. Click Copy.

The new search is now available to edit as required.

Exporting a search

NOTE:

  • 50 000 is the maximum number of results that can be exported at once. You will need to refine the search before exporting if the results exceed this number.
  • The maximum download size is 250 MB. If this size is reached, only complete results will be included, the rest will be truncated. For searches with a large number of results, the ZIP option should be used.

To export a search

  1. Select the Searches tab.
  2. Locate the required search in the list of categories.
  3. Run the search.
  4. From the Export button, select to export to a CSV or CSV as ZIP file. The location for the file is determined by your browser settings.

Creating a search from an existing search

Creating a search based on an existing search allows you to add granularity by adjusting the filters, category, and columns to suit your specific needs.

To create a new search based on an existing custom or built in search

  1. Under the Searches tab, select the search.
  2. Click the pencil icon to modify the search.
  3. Remove, add, edit search criteria as required. Search terms are highlighted in the preview (and search results and event details) to allows you to quickly scan for matches.
  4. If required, click Edit Columns to rearrange, add, and remove columns. See Customizing the columns displayed in a search.
  5. Select Save As.
  6. Edit the search name and select the category.
  7. Select whether this is a private or shared search. Working with private and shared searches.
  8. Click Save.
  9. If required, click Alert, select the required alert plan (or create a new alert plan) to notify the required individuals , click Save. See Working with alerts and alert plans

Creating or filtering a search based on event details

You can quickly create a new search or refine an existing search based on values within the event details pane. This allows you to delve deeper into the details found from existing searches.

To create a search based on an event detail

  1. Select the Searches tab.
  2. Locate the required search in the list of categories.
  3. To run the search, simply click it or highlight it and click the run (arrow) icon.
  4. Select the required value, click the More options icon (...), and select New Search on this value.
  5. You can select to run the search, save it, or further filter it as required.

To filter a search based on an event detail

  1. Select the Searches tab.
  2. Locate the required search in the list of categories.
  3. To run the search, simply click it or highlight it and click the run (arrow) icon.
  4. Select the required value, click the More options icon (...), and select Add filter on this value.
  5. You can select to run the search, save it, or further filter it as required.
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