Saved Search Reports allow you to turn Quick or Advanced Search results into reusable, shareable reports. These reports are ideal for ongoing tracking and collaboration between admin users, offering flexibility without requiring full report-building tools.
How do I create a saved search report?
Perform a Quick search or Advanced search.
Click the Save button in the top-right corner.
Fill in the following fields:
Name: Enter a unique report name
Description: Add a short description of the report
Click Save.
Saved searches can be shared with other admins. See below for sharing instructions.
How do I share a saved search report?
Go to: Reports menu > Saved Searches > Manage Saved Searches
In the You own the following section, find your saved searches
To share a report:
Under Share with group, check View for read-only access
Check Edit if the group should have editing rights
Click Update
The You have access to the following section shows reports shared with you.
How do I delete a saved search report?
Click the Delete icon next to the report you want to remove
In the confirmation dialog, click OK
Saved Search Reports give you a simple yet powerful way to preserve and share targeted registrant data. Use them for recurring tasks, team collaboration, and fast access to filtered views—all without building a full custom report.