In this video we take a look at saved searches, and how they differ from reports. We look at the different types of searches that can be created, and go through the entire process of creating a transaction search for sales orders. We cover using an iterative approach to creating searches and reports, and why this is important. We cover adding fields to search results, and setting the fields the search will sort by. We cover how to use the search that we created as a list view or in a dashboard, or how to set it as the default search for specific users or roles. We cover filtering by criteria at build time, as well as adding filters for run time filtering, and use examples of filtering by type, transaction mainline, and date. We cover creating highlighting and formatting rules to help key data stand out. We cover controlling access to the search through audience, permission and search owner settings, and viewing the audit trail to see if the search has been changed, and the execution log to see when a search has been run. Finally we talk about search translation, inline editing results while running a search, and exporting the results to Excel, CSV, PDF or via email.