Skip to main content
IMMEX
Search
Search ONESOURCE Global Trade Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: IMMEX

Manage IMMEX Searches

The
IMMEX Search
 screen allows you to save searches for future use. Once you define search parameters and want to use the search again, the current search can be saved using the
Save Search
 feature.
Once you define the search parameters and wish to reuse the search, select Save Search.
This action opens the Save Search pop-up, where you will need to:
  • Enter a
    Search Name
    .
  • Choose a
    Search Category
    .
  • Decide if the search should be shared with other users.
  • Optionally, add a description to help locate the search later. 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.

Save search to existing category

Select
Use Existing
 to select a category from the drop-down menu, changing the tab name in
Report Fields
 to match the saved search.

Save search to new category

To save the search under a new category, select
Create New
and name the new category.

Retrieve saved searches

In
Display Fields
, choose
Select Search
to access the
Saved Searches
pop-up. Browse created and shared search categories to open a search.

Delete Searches

To delete a search, select
Delete Search
. This deletes the current search and clears the
Search
 screen.
Opt to share the search with other IMMEX users by selecting
Share this search?
 and choosing
Yes
.
To edit an existing search, open the search as described in the
Retrieving Saved Searches
section of this user guide. Once the search loads, modify the search parameters as listed in the
Display fields
 section of this user guide.
If the name, shared status, or description needs to change, go to the
Display Fields
 section of the IMMEX Search screen and select Edit Search.
Selecting
Edit Search
 will open a pop-up. Make any necessary changes and save.
Load a saved search and use
Copy Search to New
 to create a duplicate. Make any necessary adjustments and save.

Extract saved searches

important
You can extract up to 1 million results in a single operation. If you need to extract more than 1 million results, contact your system administrator for assistance.
To extract the search results to Microsoft Excel, select
Extract
.
Once the extract is complete, open or save the report to your local drive.

Related Content