# Saved searches

## Saving a search <a href="#saving" id="saving"></a>

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### Before you start

You must have **Manage Searches Admin** selected in the Admin tab of your **General Access security role**.
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#### To save a search:

1. Conduct a search.
2. When the results are displayed, select the ![](https://content.gitbook.com/content/hlW9jKl7dcDggHAPhNU9/blobs/lZf2ZuVEXeTCaxiaQEEP/image.png) button on the toolbar.
3. In the **Save Search As** dialog box, type a name for your search and select **OK**.&#x20;

   <figure><img src="https://content.gitbook.com/content/hlW9jKl7dcDggHAPhNU9/blobs/P4pHKWTB2rGKYxdpB93i/image.png" alt=""><figcaption></figcaption></figure>
4. You can view your saved searches and manage them from the main menu:

<figure><img src="https://content.gitbook.com/content/hlW9jKl7dcDggHAPhNU9/blobs/0RDiyTtHB2JIm3CUqsUD/Screen%20Shot%202023-01-10%20at%204.47.08%20PM.png" alt=""><figcaption></figcaption></figure>

### Sharing Saved Searches <a href="#sharing" id="sharing"></a>

You can share searches that you think may be useful to other analysts or teams.

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### Before you start

You must have **Manage Searches Admin** selected in the Admin tab of your **General Access security role**.
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1. Select Menu > **Saved Searches** > **Manage Searches**.
2. The **Manage Searches** window appears, with a list of all searches that you have saved, and a checkbox alongside each search showing those that are currently shared with you.&#x20;
3. Select the **All Saved Searches** option.

   The window displays the **Shared with Groups** table. The groups displayed in this table depend on the type of call selected, showing the IPK groups for calls and the workflow groups for requests and tasks.&#x20;

   <figure><img src="https://content.gitbook.com/content/hlW9jKl7dcDggHAPhNU9/blobs/h7nr5KPibwJ5qHRkMigX/image.png" alt=""><figcaption></figcaption></figure>
4. In the top table, identify the search you want to share, then select the **Shared** checkbox, dragging the column to the left if necessary to see the box clearly.
5. In the bottom table, select the groups that you want to share the search with, or the **Select All** button to share with them all. &#x20;

   <figure><img src="https://content.gitbook.com/content/hlW9jKl7dcDggHAPhNU9/blobs/4jQS8LUq2QY6ggv8hdca/image.png" alt=""><figcaption></figcaption></figure>
6. Repeat for all of the searches that you want to share, and then click the **Close** button.

The searches will now be shared with analysts who are members of the identified groups.

### Deleting Saved Searches

You can delete searches that you have saved.

1. Select menu > **Saved Searches** > **Shared Searches**.
2. Select the search you wish to delete to display the search window, with completed search criteria and search results.
3. Select the ![](https://content.gitbook.com/content/hlW9jKl7dcDggHAPhNU9/blobs/8e4X0Mr1mEDrNPe0i9FP/image.png) button from the toolbar.
4. Confirm the deletion in the pop-up window.&#x20;

   <figure><img src="https://content.gitbook.com/content/hlW9jKl7dcDggHAPhNU9/blobs/pLV2ZkJNKs71NXnEwxQA/image.png" alt=""><figcaption></figcaption></figure>