Saving Searches and Creating Search Alerts

  Who is this article for?  

  Audit Analytics Users saving & creating search alerts.

  Access to Audit Analytics is required.

In Audit Analytics, streamline your research process by saving searches and creating search alerts. Save specific search criteria for quick access and set up alerts to receive notifications when new relevant information becomes available in your audit research.

1. Saving Searches
2. Creating and Accessing a Saved Search
3. Creating a Saved Search Alert

1. Saving Searches

Saved Searches and Saved Search Alerts are powerful features that allow you to save and conveniently retrieve specific search criteria on Audit Analytics databases, and even receive periodic email updates based on your search parameters.

This guide provides a step-by-step walkthrough on how to create and manage Saved Searches (SS) and Saved Search Alerts (SSA). Additionally, we have an interactive tutorial for setting up saved searches

2. Creating and Accessing a Saved Search

1. Define Your Search Criteria: Search one of our databases as you normally do. Filter the search parameters for what you want to save.
2. Save Your Search: After the search results load, you'll see a "Save This Search" hyperlink. Click on this link.

3. You'll be prompted to give your saved search a name. It's advisable to choose a name that reflects the search parameters for easy reference.

4. Click the "Save Search" button to save your search criteria. Your search is now saved.
5. Accessing Saved Searches: Navigate to the "Saved Searches" section, which is accessible from the top banner of any page on our website. From here, you can access. rename and delete searches.

3. Creating a Saved Search Alert

If your search has Alert functionality, you'll see a "Create Alert" hyperlink under the Alert column for your saved searches. Click on this hyperlink to set up an alert.

3.1 Configuring Alert Settings

A dropdown menu will appear with the option to choose daily, weekly, or monthly alerts. Choose your preferred frequency for receiving email updates with new entries that match your search criteria. Once you've selected your ideal frequency, click the "Save" button to activate the alert.

3.2 Activating and Deactivating Alerts

Your Alert is now active and will send you updates based on your chosen frequency. To deactivate an alert, go to the Saved Searches Tab and locate the "Deactivate" button under the Alert column for the specific search.