Saving Searches
Once search parameters are defined, a search can be saved for future use.
To save a search, return to the
Display Fields
section of the Entry Search
screen and then click Save Search
.
Clicking
Save Search
will open the Save Search
pop-up window. Complete all required fields, and then click Save Search
. For information on how to locate a saved search, refer to the Retrieving Saved Searches
section of this help documentation. 
Save New Search to Existing Category
To save the search under an existing category, click the
Use Existing
button and then choose a category from the corresponding drop-down menu. The tab name in the Report Fields
section will change to the name of the newly saved search. 
Save New Search to New Category
To save the search under a new category, click the
Create New
button and name the new category. 
Sharing a Search
Saved searches can be shared with other ONESOURCE Entry Verification users.
To share the search, click on the
Share this search?
drop-down menu and click Yes
. 
Search Descriptions
Searchable descriptions can be included to make it easier to find a specific saved search. Once saved, key words in the description can be used to locate similar searches or to find a saved search.
