Running and Scheduling Saved Searches

In this topic:

About public searches

All searches saved by Commander users become available as Public Searches for all other Commander users (under Tools > Search). All searches saved by Service Portal users, on the other hand, are always private. Service Portal users can't see searches saved by Commander users.

Go to Tools > Search to see a list of public searches. Public searches include searches created by other Commander users as well as built-in searches.

My Searches/Public Searches

Running and managing saved searches

Access through:

Tools > Saved Searches

Available to:

All Access Rights Levels

All roles can carry out all the tasks identified in the table below, with one exception: you can only delete your own saved searches. (A superuser account can delete any saved search.)

If you want 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 Searching with the Complete Filter Set.

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.

Schedule a saved search to run automatically

  1. Select the search from the list of saved searches.
  2. Click Schedule.
  3. Complete the wizard.

For more information, see Scheduling Tasks.

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 new name of the saved search is saved and is displayed on the list of saved searches.

Delete a saved search

  1. To delete a saved search right now, select a saved search from the list.
  2. Click Delete.
  3. Click Yes in the Confirm Delete Search dialog.

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

You can't delete a search that another user has named and saved.

For more information, see Deleting scheduled tasks.

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 > Scheduled Tasks

Available to:

All Access Rights Levels

Superuser can Override Schedules

To schedule a task to run a saved search:

  1. On the Scheduled Tasks page, click Add.
  2. In the Configure Scheduled Task wizard, on the Task page, Saved Search is selected by default.
  3. On the Notification page:
    • Select a saved search from the drop-down menu.
    • Complete the email details as required. Separate multiple email addresses with semi-colons.
    • Enable or disable options as required. You can include a link to the saved search, embed an HTML version of the search, display the search parameters in the email, or attach a CSV version of the search to the email.
    • 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.

  4. 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.
  5. 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 from the drop-down menu.

      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.

  6. On the Summary page, review the details and click Finish.

    The scheduled task appears in the list of scheduled tasks.