Saved Searches

Saved Searches Overview

Saved searches allow you to store frequently used search queries and filter combinations for quick access. This feature saves time and ensures consistency across your team by standardizing common searches.

Creating Saved Searches

Step-by-Step Process

Step 1: Perform Your Search

• Enter your search query
• Apply any filters you need
• Review the results to ensure they're correct
• Refine the search if necessary

Step 2: Save the Search

• Click the "Save Search" button
• Give your search a descriptive name
• Add an optional description
• Choose visibility (private or shared)

Step 3: Organize Your Searches

• Add tags to categorize searches
• Set up folders for organization
• Mark favorites for quick access
• Share with team members if needed

Types of Saved Searches

Basic Searches

• Keyword Searches: Simple text-based queries
• Category Filters: Specific feedback categories
• Date Ranges: Time-based searches
• Bucket Filters: Specific bucket searches

Advanced Searches

• Complex Filters: Multiple filter combinations
• Semantic Searches: AI-powered meaning-based queries
• Custom Queries: Highly specific search criteria

Common Saved Search Examples

Daily Operations

Daily Review

• New feedback from last 24 hours
• High priority unresolved items
• Team-specific feedback
• Critical issues requiring attention

Weekly Summary

• All feedback from last week
• Trending topics and themes
• Team performance metrics
• Resolution status updates

Project-Specific Searches

Feature Development

• Feature request feedback
• User experience issues
• Performance concerns
• Integration problems

Quality Assurance

• Bug reports and technical issues
• Security concerns
• Compatibility problems
• Error reports and crashes

Managing Saved Searches

Organization Strategies

Naming Conventions

• Use descriptive, clear names
• Include frequency (Daily, Weekly)
• Add team or project prefixes
• Include date ranges in names

Folder Organization

• Create folders by team or project
• Organize by frequency of use
• Group related searches together
• Use tags for cross-folder organization

Maintenance Tasks

• Regular Review: Check saved searches monthly
• Update Searches: Modify outdated search criteria
• Remove Unused: Delete searches no longer needed
• Test Results: Verify searches still return relevant results
• Share Updates: Notify team of search changes

Sharing and Collaboration

Sharing Options

Team Sharing

• Share with specific team members
• Create team-wide shared searches
• Set up department-specific searches
• Control edit permissions

Access Control

• Private searches (personal use only)
• Team searches (visible to team members)
• Public searches (visible to all users)
• Read-only vs editable permissions

Collaboration Best Practices

• Documentation: Add descriptions to shared searches
• Version Control: Track changes to shared searches
• Communication: Notify team of new or updated searches
• Training: Help team members understand search purposes
• Feedback: Collect input on search effectiveness

Advanced Features

Automated Searches

• Scheduled Searches: Run searches automatically
• Alert Integration: Get notified of new results
• Report Generation: Auto-generate reports from searches
• Dashboard Integration: Display search results on dashboards

Search Analytics

• Usage Tracking: Monitor which searches are used most
• Performance Metrics: Track search effectiveness
• Team Insights: See how different teams use searches
• Optimization: Identify opportunities for improvement

Best Practices

✅ Recommended Practices

• Create searches for common workflows
• Use descriptive names and descriptions
• Organize searches in logical folders
• Share useful searches with your team
• Regularly review and update searches
• Document the purpose of each search

❌ Common Mistakes

• Creating too many similar searches
• Not organizing searches properly
• Forgetting to update outdated searches
• Not sharing useful searches with team
• Using unclear or generic names
• Not documenting search purposes

💡 Pro Tip

Start with a few essential saved searches and gradually build your collection. Focus on searches you use regularly rather than trying to save every possible search combination. Quality over quantity!