Managing Searches
The right click menu has several options:
- View Search - Examine the details of a previously run search.
- New Search - Run a new search.
The options on the toolbar also correspond to new searches / reports. See - Menu options. - Delete - To delete a previously saved search / report / batch / batch item, right click and select Delete then select OK to confirm.
- Rename - Update the description and click OK.
- Schedule - You can schedule a search to be run at a time within the next 24 hours.
The report appears in the Schedule window on the right. - Export - Export a search to share with another Vision practice.
SeeCreating Search Folders / Batches and Scheduling a Batch of Reports for details.
Note – To print this topic select Print
in the top right corner and follow the on-screen prompts.
