Skip to main content
Conga Support

Running a Saved Search Query

Saved searches are typically those that you run on a regular basis.  Saved searches can be updated and shared with other users. Recent searches automatically display in the default Search Query screen, while searches that you have saved, but not recently run, can be added to your list of recent searches by simply running the search.

SQ5

A

Navigation Toolbar

Click on Search to display a menu, and then select Search Query to display the Search Query screen.

Note: The Search Query screen can be toggled to show two different views: Query Info screen, which is the default view and displays the criteria for the search query, and the Results screen, which displays the result records when the search is executed. Use the expand Icon Expand4 and collapse Icon CollSear icons to toggle the screens.

B

Recent Searches link(s)

Locate the search query you want to run in your recent searches.

  • If the search you want to run is present, click on the link, and proceed to Step F.
  • If the search you want to run is not present, proceed to Step C.

C

Load button

Click to display the Query Selection window, which displays a list of all the searches you have created, as well as the global searches that other users have shared.

D

Search Query record

Locate the query you want to run, and click on it to select it.

E

OK button

Click to add the query to the Recent Searches section of your Search Query screen. To run the search, click on its link in the Recent Searches section of the screen.

SQ6

F

Search Results display

  • If you want to change the fields that are displayed, click on the arrow image188.png icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields for the search results, and then select the fields you want displayed by clicking in the check box to the left of the field. The fields that display in the list include both Company Profile and Contract Profile fields, so the list will be lengthy.
  • If you want the search results sorted by the data in a particular column, click on the arrow image188.png icon to the right of the column to display the Sort/Column menu, and then select Sort Ascending (A-Z or 0-9) or Sort Descending (Z-A or 9-0). You can also click on a column heading to quickly toggle the sort order.
  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize image197.png icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the image190.png icon displays during the move.

Note: If you export the search results to an Excel spreadsheet or run an Advanced Report, the changes you make to the display will be reflected in the spreadsheet or report.

G

Export to Excel button

Click if you want to generate an Excel spreadsheet showing all the information displayed in the Results screen.

H

Run Advanced Report button

Click to run an Advanced Report for the search results. You can generate the report as a PDF file, an Excel spreadsheet, or display the report in Preview mode.

Note: You are prompted to select an advanced report, so the appropriate advanced report must exist, and include fields that match those in the search query.

I

Go Back link

Click to redisplay the Query Info screen. You can also click on the Icon Expand4 icon to redisplay the Query Info screen.

  • Was this article helpful?