Save a report search
  • 21 Jun 2022
  • 1 minute to read

Save a report search


Article Summary

When viewing a report and using the search feature you can save searches to quickly return to them at a later date. Saved searches can also be used when setting up scheduled reports.

  1. Go to Reports from the top menu bar. 
  2. Select the report you want to save a search for. 
  3. Enter the search terms and filters you want to use.
  4. Click Save this search.
  5. Configure the settings.
  6. Click Save changes.

Once you (or other users) have created at least one shared saved search then the Saved searches section will be available at the top of the report. From here users can select different searches using the View a saved search dropdown list. 

Next steps

C003 - Reports(1)Get involved in the conversation about Reporting on the Totara Community. 

The Totara Academy has a whole course dedicated to using Reports in Totara. Here you can learn more on how to use reports, see best practice, and give it a go yourself.

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