Create a custom search (4378037)

Create a custom search

Custom searches allow you to locate and report on the data that is of interest to you. The associated search preview updates as you construct a search to ensure you are getting the desired results. For options, see Customizing the search display.

NOTE:

• Private search names must be unique among all categories for each user.
• Shared search name must be unique among all shared searches in all categories in the organization

To create a search

1. Under the Searches tab, click New Search.
2. Enter a name for the search.
3. Click Add to enter the required search criteria.
4. Select as many filters as required. Search terms are highlighted in the preview (and search results and event details) to allows you to quickly scan for matches.
5. Click Edit Columns to arrange, add, and remove the columns displayed in the search. See Customizing the search display.
6. Click Save. By default, the new search will be created in the category you have selected when clicking New Search. If required select a different 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 notification template (or create a new one) to notify the required individuals , click Save. See Working with alerts and notification templates