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How to Save a Search on Jatheon Cloud

Steven Tobolar
Steven Tobolar
  • Updated

You can save your search criteria so you can run the same search again later, without setting it up from scratch.

Save a search

  1. Go to the Search section and set up your search: pick a date Range, then enter your keyword in Simple Search or build your conditions in Advanced Search.
  2. Click the Save this search icon, next to the Search button.

Save this search icon

  1. Enter a Search Name (up to 60 characters).
  2. Click Save Search.

Save Search window

You'll see a confirmation message: Search successfully saved.

Please note that the Refined Search Filters from the Filters dropdown on the results page aren't saved with the search.

View and run your saved searches

  1. Go to the Saved Searches section in the side menu.
  2. Open the tab for the kind of search, for example Email, then My Searches.

Each saved search shows its Date & Time, its Search name and criteria, and how many users it's Shared with. Click Run Search to run it again. Its results open on the Search page.

Saved Searches list

Searches other users have shared with you are on the Shared tab.

Share a saved search

  1. Open the More menu (represented with ...) at the end of the saved search's row and select Share.
  2. Select the users under Select Existing User(s).
  3. Click Save Changes.

Please note that sharing a saved search also shares access to the items it finds.

Delete a saved search

  1. Open the More menu (represented with ...) at the end of the saved search's row and select Delete.
  2. In the Delete Saved Search window, click Delete to confirm.

Delete Saved Search window

You'll see a confirmation message: Saved search successfully deleted.

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