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Saved Actions

In Critical Alarm Automation, you can save frequently used searches and reports to run quickly and easily again in the future. Saved Actions can be scheduled to run on a recurring basis and automatically email you the results. All Advanced Searches and Critical Alarm reports can be saved using the Saved Action feature.

 

       Bright Idea:

If you find that you are always running the same searches and reports in your account, saving and scheduling them can be a real time saver. You won't even have to log into your account to get your results, since the system will automatically run the search or report for you (based on the frequency you selected) and send an email with the results to the address(es) listed.

How to Save an Advanced Search

  • Click on the Advanced Search link located to the right of the Search For box in the upper left hand corner of the page.
  • Fill out your Advanced Search criteria.
  • At the bottom of the screen, enter a Saved Report Title for the saved search.
  • Click Save and Search Now.

Running a Saved Advanced Search

  • Click on the Advanced Search link.
  • Click on the drop down menu labeled Saved Searches and select the search you want to run. The screen will refresh and display the saved search criteria.
  • Scroll down to the bottom of the page and click the Search Now button. Your results will appear on the next screen.

How to Save a Critical Alarm Report

  • Click on the Report link in the Actions menu and select Critical Alarm.
  • Fill out your report criteria.
  • In Step 11, enter a name for this report under Saved Report Information.
  • Click Print and Save at the bottom of the screen.

Running a Saved Critical Alarm Report

  • Click on the Report link in the Actions menu and select Critical Alarm.
  • In Step 1, select the Saved Report you want to run from the drop down list. The screen will refresh and display the saved report criteria.
  • Scroll down to the bottom of the page and click Print. Your report will open in a print preview window in either PDF or Excel format (depending on your choice of output in step 13).

How to Schedule a Saved Search or Report to Run Automatically

  • Click on the List link in the Actions menu, then click the Saved Actions link.
  • You will see a list of all the Saved Actions in your Critical Alarm Automation account. Find the one you want to schedule. You can filter the list by selecting the Action Category and/or Created By from the drop down lists.
  • Click on the word New under the Schedule column. The next screen gives you options for setting up the recurrence pattern for the 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 (e.g., Day 15) of the month or you can choose the day of the week in the month (e.g., the first Monday of every 1 month). The monthly option also allows you to run this search every other month, once a quarter, etc. by changing the number in the box that precedes month. (e.g., the first Monday of every 3 months)
  • Select the Output Format for your results. The most common choices are PDF and Excel.

  • Enter the Email Address(es) that these search results need to be sent to each time. To enter multiple email addresses, separate them with a semicolon. *Note: The email addresses do not have to belong to registered CAA Users. You can send these search results to anyone you choose.

  • Click Save Schedule.

How to Delete a Saved Search or Report

To remove a saved search from the drop down on the Advanced Search page or a saved report from the drop down on the reporting page, you will need to navigate to your Saved Actions list.

 

  • Click List in the Actions bar, and select Saved Actions in the pop-up window.
  • To remove the saved search or saved report from the drop down:
    • Click the thumbs up icon () to deactivate the saved search or report. This will remove the item from the drop down, but keep the search or report saved in your saved actions list for future use. *Note: If the saved search or saved report is set up to email on a recurrence pattern, emails will continue as normal.
    • If you would like to delete the saved search or report entirely, click the red x icon () for it. *Note: If the saved search or saved report is set up to email on a recurrence pattern, this will stop the saved search or report from being emailed on a recurring basis.
  • The saved search or report will no longer appear in the drop down.