Saved Searches make it easy to re-use frequently applied advanced search conditions without having to set filters every time.

🔎 Why it's useful:
Advanced Searches are powerful but can be repetitive. Saved Searches allow staff to save time and avoid setting up filters repeatedly.

📁 Types of Saved Searches:

1. Default Saved Searches

• Predefined by the platform.

• Examples:
   • My Students
   • All Students
   • All New Students

• These are non-editable and available to all staff in relevant dashboards.

• The names and criteria of these saved searches can vary in Coach module , Instructor module and Mentor Coach module.

Coach Module - Default Saved Searches



Mentor Coach Module - Default Saved Searches

2. Custom Saved Searches

• Created by staff users based on their own advanced search filters.

• Private to the user who created them.

• Other staff cannot view or access your saved custom searches.

✅ How to Save a Search:

Option 1:

• Open the Advanced Search modal.

• Add filters (e.g.,  Last Login > 30 days, Current GPA < 40%).

• 

• Click “Save Search” → Enter a name or choose to overwrite an existing custom search. → Save.

• 
  

Option 2:

• After applying required filters, click "Search" in the advanced modal.

• Now a "Search Query Strip" appears with the criteria and the end of the strip, there is a “Save Search” text and click on the it.

• 
  

• Provide a name or choose to overwrite an existing custom search.

📍 Where to Access Saved Searches:

• At the top-left of the user list/table view.

• Click the dropdown to see:  • Default Searches
   • Custom Searches

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Selecting a saved search will auto-apply its filters and instantly update the table view.