What Reports can be Saved?

Currently, the following can be Saved:

1. Customers
2. Service Calls
3. Invoices
4. Equipment

New Report Layout - Saved vs New Search

When the above Reports are clicked, there will be an initial prompt asking for which type of Report is desired.  There are two options

1. Saved Search - use this option to search from the list of previously created Saved Searches
2. Create New Search - use this option to run a new search.  Please note, Tags are now standard searchable elements on these reports

New Report Layout - Results Page

There are several changes to the existing report layout after a search has been completed:

1. Header - All of the parameters on the report are displayed at the top so everyone can quickly see what was actually searched
2. Actions Button - each search will display a list of records.  Now you can select one or more of the records and apply an Action to it.  The available actions are:
   1. Apply/Remove Tags
   2. Export to Excel
   3. Save the Search
3. New Search - this will return the original prompt and provide a way to do a new search or pull a new saved search
4. Edit Search - this will edit the criteria of the current search, whether saved or new

Can Tags be Part of the Saved Criteria?

YES!

You can search solely on a Tag and then save it.  In addition, you can search on a Tag plus other criteria and save it.

How Does the Saved Search Handle Time Frames

Depends on the original search.

If the search was saved using a relative Time Frame like "This Week", "This Month", "Last Week", then each time the report is run, it will use that same relative time parameter.  For example, if we used "This Month", then run the report in July, it would pull data for July, but then, when we run the report in August, it will pull data for August.

If the search was saved using a Custom Date Range, then each time the report is run, it will use that exact date range range. For example, if we a save a report for 1/1/2022 through 3/31/2022, it will always run again against that exact time range.

Saved Search Attributes

1. Name - the name that will display when searching for the report
2. Report Visibility - each report will be only available in the section it was created.  For example a Saved Invoice Report is only available for when searching Invoices
3. Company Wide - If Yes, then the Saved Search will be available for all other Admins in your company.  If No, then the Saved Search will only be available for you.

Who Can Create Saved Searches

This is based on Permissions.

For each Admin User we have created new Saved Search Permissions.  It is located in the newly created "Marketing" section.  From here System Admins can determine which Admins will have the ability to Create New Saved Searches and Delete them.  

Please note there is no ability to "Edit" the Saved Search.  Simply run the report with the new criteria and save it using the original name or provide a new name.

Please note, all Dealer Admins will be given full permission to this section upon the release of Version 13.0.  If you need to restrict access, please update your team accordingly.

Saved Search Management

Saved Searches can be created on-the-fly by the Admins with the appropriate permission.  Then, they can managed via Settings:

• From the Command Center, click on Settings
• Under the Company Settings section, click on Saved Searches
• From here you can Add and Remove Saved Searches from the master list for your company