Do you find yourself running the same searches on documents within your Laserfiche repository over and over again? Do you find that you are constantly reconfiguring columns depending on the items you are searching for? You can stop wasting all of that time! Laserfiche offers you the ability to save your customized search, allowing you to easily access and download the report information you are continuously looking for.
You might be asking yourself, “What? How?”
Let’s look at an example: Jane, the operations manager, finds herself running the same old weekly report on employee activity to ensure everyone is being productive. She spends countless hours reconfiguring her search columns to display a different set of data that is used to generate payroll reports. Jane is already efficient at navigating through the repository, but she is about to save even more time with customized searches.
First, she will generate her employee activity search just how she prefers it. Then she clicks “Save” at the top of the search configuration pane. Jane then names her search and she’s done!
The next time Jane needs to run the report on employee activity, she can click the “Load” button in the search pane and select her custom search.
Results from the Employee Activity Report
Another benefit for customized searches is that you don’t have to spend time configuring and reconfiguring the columns displayed in the search results. Once you have your search configured and saved, the columns configured are displayed and save as well.
Here’s another example: When Jane runs her payroll report, the columns displayed reference specific template data she uses to export to her payroll processor. The columns displayed on the Employee Activity report are different than the columns displayed on her payroll report. By having the search configured to display only the information she wants, Jane doesn’t have to spend time configuring the columns from the information she exported for payroll.
Customized searches saves, you and Jane a lot of time!