New Feature: Saving Searches and Custom Reports
4/26/2011 in ClearCheckbook Updates
Do you find yourself searching with the same search criteria on a regular basis? Are you constantly creating the same custom report over and over? Well now you don't have to! We're proud to announce the release of a feature that lets you save your searches and custom reports.
From the Search page or the Custom Reports page, you will now see a 'Saved Searches' or 'Saved Reports' link below the search box. If you click on that link, it will expand a box that shows you any saved searches you've created and lets you save new search criteria.
To save a new search, simply enter your search criteria and click the Search button. After that, click the Saved Searches link and enter a name for your new search criteria, then click Save. It's as easy as that!
The Saved Searches and Saved Reports work interchangeably, so if you save a custom search, you can pull that criteria up on the custom reports page and vice versa.
This feature is available to anyone with an active premium membership. Give the new feature a try and let us know what you think!