Saving Searches

Saving

Save search criteria within the different modules in Compass to easily update searches without re-entering the criteria each time. 

When saving a search, you save the criteria, not the search results. As the data changes, the results will change as well.  For example, the results of a saved search for all Alumni or Alumnae will update as members move into and out of that member status. The save search feature works the same for People, Chapters, Associations, Compass Billing, Fundraising, etc. 

• Access the appropriate module, enter search criteria and select "Search".  

• A "Save" button appears in the upper right-hand corner of the results set.  To save the search criteria, select this button.

• Give the search a name and indicate whether or not it should be viewable to others.  If others are allowed, also indicate whether or not they are allowed to edit, then select "Save New Search". 

 

Saved searches are accessible under the "Search" tab in the appropriate module (People Searches, under "Search" tab in People), access by simply clicking them. =

Saved Search Automation

Compass users can now create, save and automatically deliver search results across all seven modules - People, Fundraising, Chapters, Associations, Universities, Events, and Companies.

Add this functionality to a search you already created and saved, or create a new search and activate it. To use the feature: 

• Select the “Save” button at the top right section of your search results.  
• Select “Yes” in the Automate Distribution field.  
• Specify the frequency of the search and if/how you want the search results emailed to a designated audience or specific recipients. 

The automatic emails can go to you, another Compass user, or someone else within your organization (with or without Compass access). Your saved search history results and emails appear on the “Search History” page in Compass. 

Your search will automatically run, save and email (if selected) the results based on your elections. You can edit the search at any time. 

Your saved search criteria will appear on the left-hand side of the screen. Saving the criteria allows you to see the results as they exist today AND pull the search again in a few weeks and see the results are they are then (unless you have specified a date range in the search). 

Compass allows you the ability to export your search results in Excel and Word. If documents are too large, they will go to the download center in Compass and then be available for export. 

Steps

You have the option to save your search criteria and send the results on an automatic basis.  

1. Click "Save"
2. Allow others to View
3. Ensure Automate Distribution is set to "Yes". 
4. Fill in these fields:

• Choose a start and end date for the report to be sent. 
  • Frequency – Daily/Monthly/Weekly 
  • Occurrence – Everyday/Business Days 
  • Choose the Report Format – CSV 
  • Email Results – Yes/No 
    • if yes – Choose an audience or enter the recipients that need to receive the report.  

All results will be saved under the Search History button.