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Saved Actions

In ConserveDirect, you can save frequently used searches and reports to run quickly and easily again in the future. Saved Actions can also be scheduled to run on a recurring basis and automatically email you the results. View the Advanced Search and Report pages for details on how to save them for use as Saved Actions.

Running a Saved Advanced Search or Report

There are a couple of ways to access and run your saved reports and searches:

 

  • Click on the List link in the Actions menu located under the Search For box, then click the List Saved Actions link from the box. You can also click on Saved Actions under the Information & Analysis section of the home page.
  • You will see a list of all the Saved Actions in your ConserveDirect account. Find the one you want to run and click on the Title. *Note: All public saved reports and searches made by any user in your organization will show in this list. You can filter the list for just the ones you have created by selecting your name in the Created By filter drop down at the top right of the list.
  • If you clicked on a saved Advanced Search, this will take you to the Advanced Search screen with the saved search criteria already selected. Scroll to the bottom of the page and click Search Now.
  • If you clicked on a saved Report, this will take you to that Report screen with the saved report criteria selected. Scroll to the bottom of the page and click Print.

 

OR

 

  • You can also access your saved searches and reports directly from the Advanced Search and Reporting screens. This will filter the saved actions to only show the ones that pertain to that type of report or search. For example, if you are on the Energy Star Rating Report screen, you will see only the saved Energy Star Rating reports listed in the Saved Reports drop down.
  • Click on the drop down box labeled Saved Searches or Saved Reports and select the one you want to run. The screen will refresh and display the saved search/report criteria.

 

 

  • Scroll down to the bottom of the page and click the Search Now button for an Advanced Search or the Print icon for a Report. Your results will appear on the next screen.

How to Schedule a Saved Search or Report to Run Automatically

  • Click on the List link in the Actions menu located under the Search For box, then click the List Saved Actions link from the box. You can also click on Saved Actions under the Information & Analysis section of the home page.
  • You will see a list of all the Saved Actions in your ConserveDirect account. Find the one you want to schedule and click on the word New under the Schedule column. The next page gives you options for setting up the recurrence pattern for this Saved Action.

 

 

  • Select Recurring as the Schedule Type.
  • In the Frequency drop down box, choose whether you want to receive these search results Daily, Weekly, or Monthly.
  • For Daily, you can choose Every Day or Every Weekday.
  • For Weekly, select which day(s) of the week you want to receive these search results.
  • For Monthly, you can choose either the date (Ex: Day 15) of the month or you can choose the day of the week in the month (Ex: the first Monday of every 1 month). The monthly option also allows you to run this search every other month or once a quarter by changing the number in the box that precedes month (Ex: The first Monday of every 3 months).
  • Select PDF or Excel as the Output Format for your results.
  • Enter the Email Address(es) that these search results need to be to each time. To enter multiple email addresses, separate them with a semicolon. *Note: The email addresses do not have to belong to registered ConserveDirect Users. You can send these search results to anyone you choose.
  • Click Save Schedule.

 

 

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