Saving and Reusing Form-Based Search Queries

Saving and Reusing Form-Based Search Queries
 

📌 Summary

Ontraccr’s Advanced Search allows you to save any form-based search query for future use. This saves time when running frequent reports or recurring audits.

💾 When to Save a Query

You should save a query when:

• You regularly filter by the same criteria (e.g., safety forms with injuries).
• You want to avoid re-entering complex condition sets each time.
• You’re preparing recurring internal reports or compliance reviews.

🛠 How to Save a Query

1. After clicking Open Search (in the Forms tab), click the Edit icon (🖉) at the top of the slider panel.
2. Enter a clear and descriptive name (e.g., "Injury Reports – FLHA – April 2025").
3. Click Save.

Once saved, continue setting your conditions and submit the query as normal.

💡 Tip: Saving a query stores both the query name and the filters you've configured.

🔁 How to Reuse a Saved Query

1. Return to the Forms tab in Advanced Search.
2. At the top of the interface, click the “Select a Query” dropdown.
3. Choose your previously saved search.
4. The system will auto-fill the saved filters and immediately run the query.

🔄 You Can Still Modify It

After selecting a saved query:

• You can add/remove conditions.
• You can re-save it under the same name (overwrite) or save as a new query.