How to Share, Print, and Export Advanced Searches

Share, Print and Export Advanced Searches

So… you've created a fantastic report, using GreenFolders Advanced Search. You've added columns to display the best data, and moved them to the perfect place. The
report has all the information that you need and it looks amazing. Now, how do you share the report you just created so its greatness can be enjoyed by all?

Share

Highlight the newly created report from the Saved Searches list on the left side of the Advanced Search window.

Figure 1: Saved Search List

Click the "Share" button located on the right side of the Advanced Search window.

Figure 2: Share Button

In the displayed list of users, place a checkmark next to the name(s) of the users with whom you would like to share this report with, and then click OK. When a report is shared, the specified user(s) will be able to see the report in their Saved Searches list, place a checkmark next to the new report and view the report from their Home screen.

Note: The criteria for a Saved Search cannot be changed by shared users. To modify a shared Saved Search, users can copy it and make changes or contact the creator of the Saved Search to have them make the changes.

Print

Printing a report from the GreenFolders Home screen provides a snap shot of the report at the time it was printed. Remember… reporting in GreenFolders is dynamic and reports are subject to change any time a folder is updated or modified. To print a report, click on the Printer icon located in the upper right hand corner of the Home screen and select the desired printer.

Export

Exporting a report from the GreenFolders Home screen to a spreadsheet (CSV file type) is accomplished with a press of a button. The "Export" button! Remember… the export is only a snap shot in time and the reports are subject to change any time a folder is updated or modified.

To export a report, first select the report, and then click the Export button (identified with an upward arrow icon). Select the location where you would like the report saved and change the file type if desired. (CSV is the default format) With a few searching parameters in Advanced Search and some customized columns, reports are easy to create and convenient to share with all.

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Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.

 

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