Saved Search

We're pleased to announce the addition of a new feature to the Templeton platform: Saved Search. We know that repeatedly applying filters can be time-consuming, so this functionality allows you to save your filter configurations, making it quicker and easier to access the specific program data you need without reapplying filters each time.

With Saved Search, you can create, edit, rename, and delete your saved searches. Sharing capabilities are planned for the future. This feature will help you find insights more efficiently and reduce unnecessary work.

We’re confident this enhancement will significantly improve your experience on Templeton, making data navigation simpler and more efficient.

The Saved Search Feature allows users to save specific filter configurations applied to their dashboards. These saved searches can be recalled and reused in future sessions, streamlining the data analysis process by eliminating the need to reapply filters manually.

After logging in, navigate to your profile page. You'll notice a new tab called "Saved Searches," where all your saved filters are stored. If you already have a default search, it will automatically appear as your "Base Search." If you're new to saved searches, you'll start with a clean slate.

You can save your filter configurations, including standard and advanced filters, as a saved search. Choose dynamic rolling date ranges to always display the most up-to-date data.

Benefit: Reduces the need to reapply complex filters manually, ensuring accuracy in repeated analyses.

Assign custom names and optional descriptions to saved searches for better organization. Each Saved Search name must be unique within your account, and there may be character limits or restrictions on special characters. These guidelines ensure clear organization and prevent conflicts.

Benefit: Simplifies management and provides clarity on each search's purpose.

Quickly apply a saved search from your list to instantly load filters onto the dashboard.

Benefit: Increases productivity by allowing seamless switching between data views.

Modify and overwrite saved searches to reflect new analysis needs without creating duplicates.

Benefit: Keeps saved searches relevant and avoids clutter.

Update the name of a saved search to reflect its purpose better as analysis goals evolve.

Benefit: Maintains clarity and organization as needs change.

Remove outdated or unnecessary saved searches to keep your list organized.

Benefit: Streamlines workflow and ensures easy navigation through current searches.

The name of the active saved search is always displayed on your dashboard, providing clarity during analysis.

Benefit: Avoids confusion when working with multiple saved searches.

Rolling date ranges allow you to automatically apply the most current data, such as "Last Week" or "Last Month," without needing manual updates.

Benefit: Ensures that your analysis always includes the latest available data.

Custom date ranges let you set specific start and end dates for consistent data analysis over fixed periods.

Benefit: Useful for reports that require analysis of specific historical periods.

Save advanced filters alongside standard filters to refine data views based on specific criteria.

Benefit: Enables more detailed and precise data analysis for repeated use.

Administrators can create, edit, and delete saved searches for clients, providing direct support in managing data views. Administrators should obtain client consent before making any changes to their saved searches.

Benefit: Offers clients personalized assistance in setting up and maintaining their saved searches.

Q1: Can I share my saved searches with others in my organization?
​A: Saved searches are personal and cannot be shared yet.

Q2: Is there a limit to how many saved searches I can create?
​A: No specific limit, but it's best to stay organized for optimal performance.

Q3: Can administrators create new or modify my existing saved searches??
​A: Yes, our support team and your account managers can help with these requests. Please open a ticket through the chatbot or contact [email protected].

Q4: What if I accidentally delete a saved search?
​A: Deleted saved searches cannot be recovered, so delete carefully.

Q5: Will saved searches automatically update with new data?
​A: Yes, if you use rolling date ranges. Custom date ranges remain fixed unless updated.