End-User Search

Saved Searches/Pinned Searches

Saved and pinned searches are powerful tools for streamlining users' information discovery journeys

Saving/Pinning Searches

When searching for a report using either the Quick Search or Advanced Search options, your subscribers can save the search criteria so that it can be reused in the future. 

 

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1.  Upon selecting Save this Search you are then able to name this search. 

 

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2. You are also offered the option to pin to the homepage, share with other members of your company and create an email alert.  

 

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3. By pinning the search to the home page, the search is easily accessible for repeat use. It appears below the popular searches on the left-hand panel on the homepage

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4. Sharing this search with other members of your company will allow them to use and manage this search.

 

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5. You can also create an email alert for this search. You will receive an email when content matching the search term is added to the site.

 

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6. This alert can either be sent daily or weekly. By default, the email is sent at midnight UTC.

 

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7. Once completed, click Save to action. 

What's Next?

Managing Saved Searches