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Last Post 1/19/2009 1:11 AM by  Rod Weir
retaining search criteria
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Timo
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1/12/2009 1:05 AM

    The current search criteria/filter is very good for searching for jobs or reporting on them. When I click on the 'set filter' icon I can set the parameters that I require and run the report. Once I have applied the filter but then want to make a modification to it the search criteria already selected will be cleared upon entry of that window. I would like it to retain the already selected criteria.

    I may have selected the parameters but when I run the report I may find that I need to narrow down my data. I then go to set filter again but rather than being able to simply modify my filter it is cleared and I then have to select all my parameters all over again. Can we get it retain and if I want to clear it then I could close either the reporting window or select 'reset filter'  

    Rod Weir
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    1/12/2009 1:31 AM
    Hi Timo,

    Thanks for the post. Are you using v8 or v9?

    One technique for consistent reporting is to create a "Saved Search". You can do this via the Job Finder screen. This saved search can then be used as the basis for finding jobs in the Helpdesk Explorer, or to be used as the basis for filtering reports. In version 9, the Job Finder screen contains a drop-down box at the top of the screen that is populated with all of your saved searches. When you select one, the Job Finder screen will automatically populate with the contents of the saved search. You can then edit them and re-save. You can also use the "Saved Searches Administration" screen to update these searches.

    Hope this helps,

    Rod
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    Timo
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    1/12/2009 5:38 AM
    Thanks for the response. Currently I am using V8 but am testing V9.
    I have checked what you advised and V9 does provide most of what I am asking for in this area - another reason to upgrade to V9 !

    Timo
    Timo
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    1/19/2009 1:01 AM
    Certainly having the ability to save the search filter and then use this in the future for running new searches or reports is a good features. This especially helps for those reports and searches that are done on a regular basis.
    However I would still like to have the filter retained. If I want to run a report looking at, say yearly performance, I can select various filter criteria's including date ranges, priority, sites, etc etc. Once the report comes up I may (depending on the data presented) want to further refine my criteria. I go back to the report selector screen. The search criteria used is still displayed but now if I press the "Filter (set)" icon, it will clear my already selected criteria. So I I just want to add say a site (I have many world-wide) then I would have to select all my other criteria again.
    I would prefer it if the already criteria is retained. I then have two option "Filter Set" to refine the criteria and "Reset Filter" if I want to clear it and start again.

    Having the ability to save the criteria helps but this would be easier to manage if when you do the irregular search, business reporting.



    Rod Weir
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    1/19/2009 1:11 AM

    Timo,

    This is a good idea and makes a lot of sense. I'll add it to our wish list.

    Many thanks,

    Rod

    HelpMaster development team
    Check out the HelpMaster roadmap
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