Is there a reason why, if I use one of the available filters in a saved search to filter the results of the search, sometimes it will refresh the data, and other times it will export the data to an Excel file? I'd prefer it to refresh, as I can hit the Excel icon if I need to export it.
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AI1
02/15/2023, 8:07 PM
Most likely someone is pressing enter after setting the filter
If you press enter in a saved search it will export it
AI1
02/15/2023, 8:08 PM
Tell them to hit tab or click somewhere in white space to activate the filter. Don’t use enter in saved searches. Lol
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Kristin M
02/15/2023, 8:12 PM
Thank you! I will keep that in mind & share it with my coworkers!
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Michael McNamara
02/16/2023, 3:59 PM
Yep. That’s why when i do saved searches for clients, I make sure to add to the filter label ” + TAB” to remind them.