How to save and reuse searches

Hi, We're trying to set up a saved search that shows all open orders for key accounts in the North region. We've found the search feature in the brain, but we can't work out how to save it so the team can use it every week without rebuilding it from scratch. Is there a way to save searches, or do we need to run them manually each time? Cheers, Neil

Hi Neil, Good question. Just so I've got this right, you want to create a reusable search filter that your team can access, yeah? Here's how: 1. Run your search until you've got the results you want (accounts plus region plus open orders, whatever your filters are) 2. Click "Save search" at the top of the results 3. Give it a name, something like "North region, open orders" 4. Choose who can see it, just you or the whole team 5. Hit save After that it'll show up in your search menu under "Saved searches", so the team can run it without rebuilding the filter. Saves time every week. Let me know if you hit any snags. Thanks, Bethan