Running and Scheduling Saved Searches

Commander maintains a large number of public searches for users. These public searches include built-in searches that are provided with Commander. In addition, all searches saved by Commander users become available as Public Searches for all other Commander users.

Any searches that you create and save will appear under the "My Searches" area for you. For other users they'll appear under the "Public Searches" area.

Note: All searches saved by Service Portal users are always private. In the Service Portal, users can't see searches saved by Commander users.

In this topic:

Running saved searches

Access through:

Tools > Saved Searches

Available to:

All Access Rights Levels

To run a saved search:

  1. Select the search from the list of saved searches.
  2. Click View Results.

    The results appear under the Results tab.

Editing saved searches

Access through:

Tools > Saved Searches

Available to:

All Access Rights Levels

To edit a saved search:

  1. Select the search from the list of saved searches.
  2. Click View Query.
  3. Make your changes.

    For more information, see Performing Advanced Searches.

Renaming saved searches

Access through:

Tools > Saved Searches

Available to:

All Access Rights Levels

To rename a saved search:

  1. Right-click a saved search from the list of saved searches and click Rename.
  2. Enter the new name of the saved search in the Rename Search dialog.
  3. Click OK.

    The renamed search is displayed on the list of saved searches.

Deleting Saved Searches

Note: You can't delete a saved search that has been scheduled. You must delete the scheduled task first.

Access through:

Tools > Saved Searches

Available to:

Search creator or Commander Role of Superuser

To delete a saved search:

  1. Select the search from the list, and click Delete
  2. Click Delete.
  3. Click Yes to confirm the deletion.

Sorting, moving columns and saving your search results

You can sort on and move any column in an advanced search result and save that configuration in your list of saved searches.

When the search results are displayed, click the title of the column you want to sort on. Either "p" or "q" appears. Click again to reverse the order.

To make the sorted column the first column in your search results, right-click anywhere on the table, select Pick Columns, select the column name and click Move Up until the column is at the top of the list. Click OK and your results now appear with that column in the first position.

Now you can save your search, and the next time you view it, the results are sorted the way you want.

Scheduling saved search tasks

Access through:

Tools > Saved Searches

or

Tools > Scheduled Tasks

Available to:

All Access Rights Levels

Superuser can Override Schedules

To schedule a task to run a saved search:

  1. Do either of the following:
    • If you are starting from the Saved Searches page, select the search from the list, and click Schedule. The Configure Scheduled Task wizard displays.
    • If you are starting from the Scheduled Tasks page, click Add. Then in the Configure Scheduled Task wizard, select Saved Searchon the Task page, and click Next.
  2. In the Configure Scheduled Task wizard, on the Task page, select Saved Search and click Next.
  3. On the Notification page, select a saved search if required.

    Note: If you started from the Saved Searches page, this option isn't available because you have already selected the saved search.

  4. In the Email Report section, complete the email details as required.

    Separate multiple email addresses with semi-colons.

  5. Select the required email options. You can select any of the following:
    • Include a link to the saved search.
    • Embed an HTML version of the search.
    • Display the search parameters in the email.
    • Attach a CSV version of the search to the email.

    Note: If you've implemented the Cost Adjustments feature to apply markups and discounts to your costs, a search created in Commander will still contain original costs, not adjusted costs, but a search created in the Service Portal will contain adjusted costs. This is true whether the email recipient of the search is an administrator or a Service Portal user.

  6. Click Next.
  7. On the Results Details page, indicate whether you want aggregate results to be displayed for any results and where to display them.

    For example, if you search for the daily average VM disk usage, you might want to add a row to display the average for all VMs returned by the search.

  8. Click Next.
  9. On the Scheduling page:
    • To have scheduling take effect immediately, select Enabled.
    • You can edit the scheduled task at any time to enable or disable it.
    • To schedule the frequency and the time for the task, select when you want the task to occur: Daily, Weekly, Monthly, or Weekdays. You can also specify that the task be performed only Once (in which case the task will be removed from the Scheduled Tasks list after it has been run).
    • If you selected a Weekly or Monthly frequency, select the day of the week or the month.

      Note: If you select 31 for Day of Month for a Monthly frequency, Commander automatically adjusts the day to reflect the last day of any given month. The same adjustment is made if you select 29 or 30 for February.

  10. Click Next.
  11. On the Summary page, review the details and click Finish.

    The scheduled task appears in the list of scheduled tasks.