Save Search and Report Criteria

Search and Report Criteria are user-created sets of search or report values, which can be saved to easily retrieve search results or a report output. With sufficient permissions, users can save Folder Search Criteria, Document Search Criteria, Boolean Search Criteria, Contact Search Criteria, and Ad Hoc Report Criteria. This topic provides steps to create Search and Report Criteria.

How to Save Search or Report Criteria

When creating searches and reports within eCASE, users can save the selected criteria for use at a later time. Whenever the option to save the search or report for later recall is available, the option is listed on the toolbar for that page as either Save or Save As. Follow the steps below to save entered criteria:

1. From within the Search or Report screen, complete any required fields with the desired information. When all fields are filled as needed, click Save, or Save As:

2. After clicking the Save button, the Save Search/Report Criteria pop-up window appears.

3. Enter an name for the saved criteria in the Criteria Name field, and click Save to save the report criteria and return to the previous screen. After saving the criteria, the Criteria Name provided is included in the breadcrumbs at the top of the page.

4. Users can recall the saved search by clicking:

1. Folder & Boolean Search: Select Actions > Select Criteria.

2. Reports: Saved Report Criteria is listed in the Reports page after clicking it in the Launch Pad.

5. After selecting the saved criteria, the page refreshes and fields are populated with the selected data.

Recalling Saved Report Criteria

Users can recall saved report criteria. To recall criteria:

Click Reports> New. The Select Report page appears.

A list of previously-saved criteria are listed in this window. To run the Report Criteria, select the desired saved report criteria from the list, and click Run. The pop-up window closes, and the page refreshes to display the results of the report.

Recalling Saved Search Criteria

Users can recall saved Search criteria. To recall criteria:

1. Click Main Menu > Search > Search Folders. The Search Folder page appears.

2. Click Actions > Select Criteria. The Select Search Criteria pop-up window appear

3. Select the desired Search Criteria from the list and click Apply.

4. The pop-up window closes and the search criteria populates the fields.