How to Create Saved Searches for Projects

Saved searches provide a way to save commonly-used filters in search pages and easily re-use them later rather than re-applying each filter individually. This article outlines how to accomplish this with Projects, but searches can be saved with most search pages (Tickets, Issues, etc).

To create a saved project search inside the Analysis application:

  1. Click Active Project Search in the left sidebar
  2. Use the Filter icon (looks like a funnel) in the top right of the Active Project Search window to enter the desired search parameters.
  3. Click Apply to set the parameters.
  4. Click Save Search.
  5. In the Save As field, enter a name for the search.
  6. Optionally, enter a Description for your search.
  7. To make your report globally accessible (shared with others), check Global.
  8. Click Save and Close.
  9. Your saved search will be available under "Project Searches" in the left sidebar. Clicking the saved search will automatically run the projects search using the saved filters.
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Details

Article ID: 3418
Created
Fri 1/30/15 4:23 PM
Modified
Fri 6/26/20 9:47 AM