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Updating a Search Query

Once you have saved a search query, you can access it at any time, and re-run the search to obtain the most current information. You can also edit a saved search if the criteria needs to be updated or the search name/description needs to be changed.

A saved search query can also be accessed from the Search Query portlet on your Dashboard and from the Charting portlet where data is displayed visually, in a pie chart, bar chart, or time line.

A

Navigation Toolbar

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

B

Load button

Click to display the Query Selection window.

C

Query records

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

D

OK button

Click to load the query.

SQ8

E

Result Type hierarchy list

If you want to change the primary and/or secondary data set for the search, click on the list arrow to display the options, and then select a new data set for the search. For additional information, see Creating a Search Query and Running a Document Search.

F

All Top Entity Records check box

  • If you want to expand your search results to include all of the records that match the selections in the Result Type list (e.g., Clause, Company, Project, or Request), select the check box.
  • If you want to limit your search results to include only the records for the second level (and lower levels) in the Result Type list, do not select the check box.

G

Criteria records

Edit the criteria records for the saved search, as needed. For additional information, see Creating a Search Query.

H

Execute button

Click to view the search results for the edited criteria before saving your updates.

Search Query5A

I

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.

J

Result records

Review the search results to ensure your edited criteria returned the expected results.

Note: Profiles that house documents that have been downloaded to the profile include a Icon Download Document icon.

K

Export to Excel button

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

L

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 report must exist, and include fields that match those in the search query.

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M

Save Query button

Click to display the Save Search Query window.

N

Filter Name field

If you want to edit the name of the search, click in the field, and type over the existing text.

O

Description field

If you want to update the description for the search, click in the field, and type over the existing text.

P

Save button

Click to save your edits and update the search query

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