Saving Searches

You must have the default Administrator, Supervisor or Agent role or a custom role that includes the VIEW_PLAYBACK_CALLS permission to use the Recordings > Playback > Saved Searches folders.

Once the users begin using their Custom Search features in earnest, they will want to store their search criteria and results for easy access. The Saved Searches folder area is available for this purpose.

Each folder is only viewable by the user. Folders are not shared.

To save search results to a folder:

  1. From the Recordings > Playback window, expand the folder pane on the left side of the Playback window by clicking on the arrow.
  2. Begin a search configuration by clicking on one of the following:
    1. Click Custom Search.
    2. Click on the Saved Searches root folder to select it and click New (at the bottom of the column).
  3. In either case, the Custom Search Criteria window appears.
  4. Enter any set of parameters for the search using the Options, Users and Groups tabs.
  5. On the lower right-hand corner of the Custom Search Criteria, enter a name for the search in the Folder text box.
  6. Click Save.
  7.  Two processes occur:
    • The search will be run and will display the search results in the Playback tab.
    • The new folder appears under Saved Searches and will contain the search criteria used and search results.

Users may wish to test run their search and examine the results before setting up and saving any results to a folder. This way, the user will not create extra folders with erroneous results.