---
title: "Saved Searches"
slug: "saved-searches"
updated: 2026-07-31T16:59:09Z
published: 2026-07-31T16:59:09Z
canonical: "docs.cotality.com/saved-searches"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved Searches

### 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](/docs/saved-searches#) to view the **Saved Searches** navigation image.

                            

                            ![Saved Searches Navigation](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/saved-searches-1.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A20Z&se=2026-11-06T00%3A41%3A20Z&sr=c&sp=r&sig=rBN8xOJ5xipQ5ZtuBFceHfH%2FHSe2v6ykp9Oq48MeoVA%3D)
                        
                    
                

                
                
                    
                        
                        

Select a Saved Search to manage.

                        

Expand a row to view real-time configuration controls.

                    

                    

                        
                            
                                
                                

Click [here](/docs/saved-searches#) to view a contact's **Saved Search** image.

                            

                            ![Contact's Saved Search](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/saved-searches-2.png?sv=2026-02-06&spr=https&st=2026-11-05T23%3A41%3A20Z&se=2026-11-06T00%3A41%3A20Z&sr=c&sp=r&sig=rBN8xOJ5xipQ5ZtuBFceHfH%2FHSe2v6ykp9Oq48MeoVA%3D)
                        

                        

- **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.