Miscellaneous Advanced Search Operations

• Saving Advanced Search Definition and/or Results
• Viewing Saved Advanced Search Results
• Exporting Search Results
• Importing and Exporting Advanced Search Definition

Saving Advanced Search Definition and/or Results

To save a Search definition or results, take the following steps.

1. Click the Actions drop-down list, and click Save.
   

• To Save a Search definition:

  1. Under the Report Name field, edit the report name and description if needed.
  2. Check the Save Definition checkbox.
  3. Under Save To, choose the folder where the definition is to be saved.
  4. Click OK.

• To Save Search results:

  1. Under the Report Name field, edit the report name and description if needed.
  2. Check the Save Results checkbox, and make any changes to the number of hours/days if needed.
  3. Click OK.

Viewing Saved Advanced Search Results

To view previously saved Advanced Search results, take the following steps.

1. Click .
2. Click Saved Results.
3. Click the saved result, click, then click View Results.
4. The Query Console panel shows the Search SQL. The results appear in the Query Results panel.

Exporting Search Results

To export search results, take the following steps.

1. Click the Actions drop-down list, and click Export Results.
2. In the Export Report window, take the following steps.
   1. (Optional) In the User Notes field, enter any information you wish to include about the search results.
   2. From the Output Format selection, choose PDF or CSV.
   3. Use the Time Zone drop-down options to configure the time and date format when the exported results were generated.
   4. Click Generate.
   5. Click View and your results will be downloaded.

Importing and Exporting Advanced Search Definition

Importing and exporting search definitions can be done from Resources > Reports > Advanced Search.

1. Navigate to Resources > Reports > Advanced Search.

• To export:

  1. Select the report you want to export the definition of.
  2. Click the More drop-down list and select Export.
  3. An XML file will be generated and downloaded to your local workstation.
     

     
     

• To import, you must have saved the report in an XML file in your local workstation.

  1. Click the More drop-down list and select Import.
  2. Click Choose File, and select the XML file.
  3. Click Import and the report will appear in the Reports > Advanced Search folder.