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Saved Search Automation and Distribution

  • Updated

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 you selected this option) the results based on your elections. You can edit the search at any time. 

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Store your search criteria by clicking on the “Save” button to the right of the results.  Compass will then prompt you to give the search a name and ask you if you want to allow others to view and edit your results.

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.  

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All results will be saved under the Search History button. 

 

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