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If you frequently search for information using the same search criteria, you can save your search or filter criteria for future use.

You can save a filter template in the Performance Dashboard and manage them from the Saved Searches window configuration page. 

To access the Saved Searches window, navigate to WFO > Workforce Management > Configuration > Saved Searches. The Saved Search Management window is displayed with the list of your saved filters.


  • To see a list of only the active search filters, click the Active Only check box.
  • To search for a saved filter using the name of the filter, click and type the name of the filter in the Search field.

Modifying a Saved Search

To modify a saved search:

  1. Navigate to WFO > Workforce Management > Configuration > Saved Searches.
  2. Select the search you want to modify and click or double-click the search you want to modify. The details window is displayed.

  3. In the Settings tab:
    1. Edit the Name.
    2. Use the Active toggle button to make the search active or inactive.
  4. In the Parameters tab, select the necessary filters from the options listed.
  5. In the Permissions tab: 
    1. Under View Permissions, select either All, Only me, or Specific users.
      If you select Specific users, select the users from the Available column and move them to the Selected column. 
    2. Under Edit Permissions, select either All, Only me, or Specific users.
      If you select Specific users, select the users from the Available column and move them to the Selected column.
  6. Click .

The History tab provides a history of edits and adjustments made to the selected saved search, such as Name, Created By, Created Date, and Description.

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