Data Grid: Saving Searches

Once you conduct a search you can save the Activity Inquiry search criteria to the On Demand Reporting window on the Settlement Dashboard. Saving the search criteria provides a link that you can use to repeat the same search with a single click.

To save your search criteria:

1. Retrieve your search criteria. See Data Grid: Search.

   
   

   

   
   

2. Click the Save Query/Report button to save your search criteria.

   The Save Query/Report Options screen appears.

   Note: You can save queries/reports in an Excel spreadsheet.
   

1. Select the Excel display type button.

2. Click Search.

3. When prompted, either open or save the Excel file.

4. Click Save Query/Report.

   The Save Query/Report Options window appears.

   
   

   

3. Name your report in the Query/Report Name field.

4. Select a folder from the Existing Folders drop-down list to store the report or create a new folder by selecting the Create New check box and typing the new folder name in the Folder Name field.

5. Click Submit.

   Your search query is saved under the name you selected and can be retrieved from the On Demand Reporting window on the Settlement Dashboard.

   
   

   

   
   

6. For more information, refer to Sharing Your Saved Queries, Scheduling Reports/Queries, Editing Your Saved Queries, and Downloading Scheduled Reports.
   
   Note: There are limits to the amount of data that can be requested in one data grid or Excel search request. For data grid searches, the total lines of data equals 2,000. To see more records, click the More Recs button in the data grid. For Excel searches, the total lines of data searchable is 5,000. To see more records, click the Search More button next to the Save Query/Report button. The More Recs and Search More buttons only display when there are additional records available.