Who is this article for?

Ideagen EHSQ Enterprise or Decani Users who want to save search displays in the Classic UI

Reporting authorities, roles, and record access controls restrict data visibility.

After setting filters to show the data you want, you can save this information as a Saved Search Report. These reports are stored in the "Searches" folder found in the Dashboard sidebar.

You can easily locate and manage your saved searches. They can be added as a tile on your dashboard, so you can view the results directly in a clear and customizable way. You can also share them with other users, whether it's a single colleague or a whole team, making collaboration easier and ensuring everyone has access to the same information.

By default, a Saved Search Report is shown in the List view, but it can also be saved as a Grid, Trend, Report, or Calendar report.

List Output

The List output is the standard way search results are shown. When you enter a specific search term, the results are sorted by relevance, so items with the most occurrences of the search term appear at the top.

This helps you find the information you need quickly, with the most relevant results first. If no search term is entered, the results are instead sorted by the most recent updates, making it easy to see the latest information available.

Note: The last updated action could have been any user, or an automated, back-end, process.

Grid Output

In a Grid layout, the output is organized in a tabular format where each field is represented as a column. This means that the different attributes or properties of the data are displayed vertically under their respective headings. Correspondingly, each individual object or data entry is presented as a separate row within the grid.

This arrangement allows for a clear and structured visual representation, making it easier to compare and analyze the data across multiple objects by scanning horizontally across the rows and vertically down the columns.

Grid display features
Several of these features are only available if you're viewing grid results for one module. If you're viewing results for more than one module, some limitations apply.)

In Grid mode, you are able to perform the following actions:

• Hide and show columns through the header dropdown, pictured above.
  • The fields that are displayed within the available selection list, as well as which fields are displayed initially, can be configured per module. 
• Sort by clicking on a column heading (not every field type may be available for sorting) or by clicking the [Sort] button to perform a multi-column sort.
• Drag columns around and change their widths.
• Select multiple rows using the checkbox found on the left side of each row. The checkbox found on the left side of the column names can be used to select all rows that are currently visible on the grid. These selections can be used to edit many items at once or when exporting search results. Both processes are detailed later in this section.
• Edit many items at once by checking the row selection checkboxes and clicking [Edit]; you can then click [Save] to save your changes. Note that, for performance reasons, we do not run rules when we return items in grid mode; we just show you what's in the search index. We do, however, run rules when you click [Edit], which is why taking that action might make some cell values disappear, become italicized, have their prompts change, etc., depending on how the module is configured.
• Take workflow action on many items at once by checking the row selection checkboxes and clicking [Submit/Complete].
• Export search results to Excel, PDF, or ZIP.
  • When you export to Excel you get a spreadsheet version of the grid display
  • When you export to PDF you get a print with all objects coalesced in the same PDF, along with a table of contents.
  • When you export to ZIP you get an individual detail print of each object, packaged together in a ZIP file.

Define which print option to use for PDF and ZIP exports 
If more than one print option is available for a module the one defined as the "Default" print will be used when performing the export. When viewing an object and you click the Print button, without using the drop-down arrow, the Default print option will be used for the print.

Limits on item counts 
Because exporting to PDF and ZIP is more resource intensive, we typically limit the number of items we print to three hundred, though this can vary for your area. We limit the number of items exported to Excel to 65,530. For all three export options, we limit the export to any checkbox selections you've made. If you have not selected any rows to export, we attempt to export all the results returned by the search.

If your grid output contains items that are assigned to you through a workflow task, but you haven't opened them yet, we display the items in bold to indicate them as unread. We do the same if you then drag the grid saved search to a live tile. If you save your grid output, we display the number of unread items in bold next to the saved search name.

Field behavior configuration
Some fields settings may not be searchable or reportable. Field configuration adjustment requests can be requested by contacting your organizations Customer Support Administrator. 

Trend Output

A Trend output allows you to examine and analyze your search results across different periods. This feature enables you to observe how the popularity or frequency of specific search terms changes over time, providing valuable insights into patterns and shifts in interest. By utilizing trend analysis, you can better understand the dynamics of your search data and make more informed decisions based on temporal variations.

Enabling Trend Analysis
A Trend Analysis license allows use of the trend output to analyze trends over time. Depending on your organization's contract, Trend Analysis may not be enabled in your subscriber area. Contact your organizations Customer Support Administrator to discuss options. 

See Creating Trend Reports for detailed help documentation.

Report Output (Ideagen BI)

With the Report output, you can create different types of reports to meet various analytical needs. This includes table reports, calculated report fields, crosstab reports, and chart reports that display data visually using a range of graphs and charts. This flexibility makes the Report output a useful tool for thorough data analysis and presentation.

Calendar Output

If you run a search that returns results for one or more modules with module definitions containing date fields that have the Display item on this date on the dashboard calendar attribute enabled, a new [Calendar] button will appear in the Output Type toolbar. This option allows you to view the returned items on a calendar based on the dates provided.

Sharing saved search reports 

Notification emails that contain a Saved Search allow users to view dynamic reports showing the most up-to-date data. See Understanding Notifications in the Classic UI for more information.