Save Observations Searches

The purpose of this article is to explain how to save observations searches. 

Save Observations searches so that you can use them again and save time accessing your relevant information. 

  1. Click Observations
  2. Expand the Menu panel
  3. Create your search by entering search criteria as required.

    The options include:
    • Issuers
    • Phases/Types
    • Dates
    • Status
    • Categories (i.e. Assigned company, position...)

  4. Customise the results layout as required
  5. Click Save upon completion

    Save_Obs_Searches.png

  6. Enter a name and click Save

    Save_Obs_Searches_2.png

In the future, when visiting the Observations module, the Saved Searches will appear in the drop-down menu for re-use.

Save_Obs_Searches_3.png

Need further help? Contact our Support Team