Skip to main content

How to save your search criteria

Save complex searches and templates

Updated this week

All Advanced Search queries can be saved and returned to using the Save template button towards the top-right of the criteria menu.

Once you have named your search and chosen whether or not to share it across your subscription, it can be re-accessed using the Open template option.

Saving companies to a live dataset

The Collections feature saves a list of companies onto your account as a live dataset. As well as retaining the search criteria, this enables you to keep track of company activity using email alerts.

To save your search results to a live dataset, select the Save results to a collection button towards the bottom-right of the screen.

You can then name your Collection, adjust your email alerts, and choose whether or not to share the Collection across your subscription.

Did this answer your question?