As a follow-up to my previous post about how to use wildcard searching in CoreWorks, today, I am going to explain how to set up saved searches. Saving searches is a powerful tool that is very easy to put to use. Users can save pre-defined filter criteria in order to create reusable custom reports that they can manage and control.
Additionally, the result layout can also be modified and saved. Users can identify which columns should appear in their results and which should remain hidden. They can also change and save the order in which the columns display. Saved searches and layouts can be marked as private, or they can be made public so that any user in your company can also use them.
Why Would You Need to Save Searches?
Before we dive into the details, let me first answer the questions as to why you would even want to save your searches. The simple answer is—to easily create custom, on-the-fly reusable reports. CoreWorks saved search functionality is a very fast and easy way to create powerful reports that can be reused and shared across your organization.
Let’s go over a quick example of how to set up a saved search with a custom layout in CoreWorks. For this example, let’s say that you are using CoreWorks to manage your organization’s Change Requests and that you are tasked with managing all changes that are tied to the project that you are currently managing—Project X.
You could use the Change Request search screen to run queries that would give you results such as the number of open requests currently associated with the project—the requests that are waiting on you for approval, or open requests that are past their “need by date.” However, if you need to run these types of queries on a frequent basis, it would much more efficient to set up a saved query that can be quickly accessed each time you need to run it. Well, in CoreWorks, this is very easy to do.
In the image below, you see I have run a Change Request search using the status, “Pending Approval”; the project name, “Project X”; and myself (“bmccullough”) as the Current Approver.
Now, to save this search so that I can run it any time I need to, simply click the “Save Search” button in the upper left-hand corner of the toolbar. Then enter a name for your search and click “Save.” You can select “Is Public” if you want to allow all CoreWorks users in your organization to use your search.
Finally, to use the search, select the saved search name from the Load Search dropdown in the upper left side of the toolbar as shown below.