Saved Searches
Review, manage, or refine your catalog of saved searches that you created for each of your clients. Customize their Dashboard shortcuts, update baseline criteria, or generate results.
From the navigation menu, hover "My Matrix" and select "Saved Searches".
Click here to view the Saved Searches navigation image.
Select a Saved Search to manage.
Expand a row to view real-time configuration controls.
Click here to view a contact's Saved Search image.
- Settings: rename this saved search, assign it to a different contact or include it as one of your 10 "My Favorite Searches" in the Dashboard panel.
- Criteria: modify this Saved Searches criteria to adjust the active lookup parameters.
- Results: display the results of this Saved Searches criteria in a live data grid.
- Search: view criteria and results within the search page context.
- Date Since: displays any results since the last time the "Date Since" button was selected.
- Market Update: display the results since the last time the Saved Search was run or between your specified date range.
Example: 7/1/2026+, 7/1/2026-7/31/2026, 0-60
- Delete: permanently delete this Saved Search from your global profile catalog.