Miscellaneous Advanced Search Operations

• Saving Advanced Search Definition and/or Results
• Viewing Saved Advanced Search Results
• Creating a Rule
• Exporting Search Results
• Importing and Exporting Advanced Search Definition
• Emailing Search Results

Saving Advanced Search Definition and/or Results

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

1. Click the Save as Report () icon.
   

• 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 Load Report.
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.

Creating a Rule

To create a scheduled SQL rule, take the following steps.

1. Click Create Rule.
2. You will be automatically taken to the Create Rule section, with the current SQL query auto-populated in the Step 2: Define Condition SQL Query field.
   Note: The Query Time window is defined by the SQL query.
   

3. Configure the rule as needed. For more information, see here.
   

   If you would like to use an existing report as a template for an SQL query, navigate to Resources > Reports > Advanced Search, select a report, and from the sidebar, click Copy to clipboard to get the SQL.

Exporting Search Results

To export search results, take the following steps.

1. Click the Export Result () icon.
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 Export () icon.
  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 Import () icon.
  2. Click Choose File, and select the XML file.
  3. Click Import and the report will appear in the Reports > Advanced Search folder.
     

Emailing Search Results

You must first configure email settings under Admin > Settings > System > Email.

With the search result displayed in Analytics tab, complete these steps to email search results:

1. Click the Email Result () icon.
2. Enter the receiver email address in the To field.
3. Enter the Subject of the email.
4. Enter any Description about the email.
5. Enter any User Notes about the search results (optional).
6. Choose the Output Format as PDF or CSV.
7. Select the Time Zone of the data from the drop-down list.
8. Select a Template if you select PDF format:
   • Defined: To use the template defined for this report defined under Resources > Reports or use the system default template for Analytics export.
   • New: To create a new custom report template for one-time use. The Report Design settings appear when you choose this option. Note that this template will not replace the template defined under Resources > Reports.
     Refer to Designing a Report Template for the steps to design the Cover Page and Table of Contents.
9. Click Send.