Arta Rexhepi
06/08/2026, 2:30 PMCeligo AI
06/08/2026, 2:30 PMHold on! Working on it ...
Celigo AI
06/08/2026, 2:54 PMAI generated answer (using internal Slack threads):To create a saved search that pulls all reports and their permissions/audience, you would need to follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches. 2. Click on 'New' to create a new saved search. 3. In the 'Criteria' tab, you can set the filters as per your requirements. For instance, you can set the 'Owner' field to a specific user to get the reports owned by that user. 4. In the 'Results' tab, you can select the fields that you want to display in the search results. For instance, you can select 'Name', 'Owner', 'Audience', 'Permissions', etc. 5. Click on 'Save & Run' to save and run the search. Please note that the 'Audience' and 'Permissions' fields might not be directly available in the 'Results' tab. You might need to use formulas or join fields to get this information. Also, the permissions related to saved searches are as follows: - Perform Search: This permission allows you to run searches and saved searches, for record types to which you have access. If you have Full level for the Perform Search permission, you can run, create, and save searches, for record types to which you have access. - Publish Search: This permission allows you to share saved searches with other users, and set up alert emails and scheduled emails of saved search results. The Audience, Roles, Email, and Execution Log subtabs are available on the saved search definition page. - Persist Search: This permission enables you to extend the timeout for the saved searches you run to up to 3 hours and to save search results in a CSV file. - Export Lists: This permission enables you to export and email both searches and saved searches, for record types you are allowed to access. This permission is activated only if you have at least the View level for the Perform Search permission. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
06/08/2026, 2:55 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853454649
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848144531
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847412109
Celigo AI
06/08/2026, 2:55 PM