Managing saved searches and alerts in the saved searches module

Managing saved searches and alerts in the saved searches module

Avantis allows you one central view of all your saved searches, regardless of which dataset they were run in (SEDAR filings, SEC news, etc.) and regardless of whether or not they were set up on alerts or not.  All of your saved searches and all of your alerts are all visible in this view for easy editing.  You can use filters to filter to only searches that satisfy various conditions, and you can bulk edit (mass edit, batch edit - make the same changes to multiple searches at a time) alert settings on your own searches.


Video: Managing Saved Searches and Alerts in the Saved Searches Module


To run a saved search

  1. Click on the magnifying glass on the far right of the row containing the search in question

To delete a search

  1. Click on the trash icon on the far right of the row containing the search in question

To edit or stop an alert but retain the search underlying it

  1. Click on the alert (alarm) icon on the far right of the row containing the search in question in order to launch the Alerts Setting dialogue and either:
  2. Change the Email notification schedule (while keeping the alert working) by adjusting the "Email frequency" selection
  3. Stop the Email notification altogether by turning it off with the switch
  4. Note: this does NOT stop the alert results from collecting in your alerts module but it will stop them from being emailed to you as well
  5. Disable the alert altogether (so that there is no alert at all anymore)
  6. Note: this stops the alert from running altogether and therefore results will no longer be collected in the alerts module, nor will they be emailed to you

To add an alert to a search

  1. Click on the alert (alarm bell) icon on the far right of the row containing the search in question in order to launch the Alerts Setting dialogue 
  2. Turn on "Enable alert" using the switch beside it
  3. Note: this will add an alert to your search but it will not email out results of your alert to you until you complete the next step below
  4. Enable Email notifications using the switch beside it, if so desired
  5. Note: this will set your alert to not only collect results in the Alerts module but to also email them to you based on the schedule you set

To share a search or an alert with other members

  1. Click on the share (two people) icon on the far right of the row containing the search in question in order to launch the Share Setting dialogue 
  2. Click into Select members to add
  3. Either type the name of a member or choose from among the list
  4. Keep selecting until you've selected all users you would like to add to the search
  5. Decide if the change their Share Role from Viewer to Editor 
  6. Decide if to set an alert for them
  7. If you are adding an alert for them click on the alert (alarm bell) icon beside their name  

Bulk sharing searches with other members

  1. Select a number of searches you'd like to share by clicking the checkboxes to the left of them in your Saved Searches grid
  2. Click on the Global Share icon (two people above your result grid, not to the right of any one particular search)
  3. You will see some members have the word "Multiple" or a "Multiple Alert Statuses" icon beside their name in this display
    1. This indicates that there is more than one value in that field for that member
    2. The reason a field may have more than one value for one member is because they may have different roles or alert statuses on different searches you've grouped together in your planned bulk share
    3. To see the status of each member as it relates to each particular search, click one search at a time instead of a bulk edit, which may, by its very nature, contain different values in any given field
    4. Any change you make will overwrite any existing settings
  4. Add members you'd like to share with by clicking on "Select members to add" and clicking on the names of members
  5. You can also remove members from the share on all of the selected searches by clicking on the x at the rightmost end of the row containing their names
  6. At this point, you may choose to set alerts for some or for all members who are shared on a search - see   Bulk alert setting for other members on searches you own

Bulk editing your own alerts

To bulk edit (mass edit, batch edit) your own own alerts:
  1. Use the checkboxes to select the saved searches on which you'd like to edit (add, change, or remove) the alert settings
    1. Ensure these saved searches do not contain any issuer searches, which cannot be set on alerts and will produce an error if attempted
  2. Click on the bulk alert icon (bell) above your search list, beside the column chooser
  3. Make your selections
    1. These selections will apply to all the searches you chose in step 1

Bulk editing alert settings for other members on searches you own

  1. To bulk edit alert settings for other members on searches you own, you must first share the search with those members - see  Bulk sharing searches with other members  above
  2. Select the searches you want to bulk edit other members' alerts on by clicking the checkboxes on the left of them
    1. You must be the owner on all of these searches - you cannot bulk edit alert settings on searches on which you are not an owner
  3. When you have selected the searches you'd like to bulk edit alert settings for other members on, click on the  Global Share icon  (two people) on the upper right, above the result grid, not at the end of any row in the grid
  4. Once you have the  Share Settings Window  open, you will see everyone who is, or who will be shared on a search or set of searches you selected
  5. To bulk edit their alert settings, click the checkboxes beside the names of the individuals you want to edit
  6. Click on the global  Alert Icon  (alarm bell) above the list of members, not to the right of any row in the list of users
  7. Enable the alert and set the send notifications schedule for all users en masse
  8. If you would like to receive the same alert(s) on the same schedule(s) as you are setting for these members, click the "  Apply to my alert settings  " box
  9. IMPORTANT: decide if you want to suppress the notification email each user will receive that each search is now shared with them - if so, click on the "  Suppress email notification  " checkbox
    1. If you shared 10 searches with a user, they will receive 10 emails that these searches are shared with them - if you don't want this then check the "  Suppress email notification  " box
  10. Click  Save  for your changes to take effect

Bulk editing alert settings for other members on searches you do not own

This will be a feature available to Search Admins only and will not be possible for the regular member.  Coming soon!

Filtering your view

Video: Filtering your View in the Saved Searches Module


The saved search module has helpful 4 filters that allow you to limit the results you see in your display:

Members 

  1. Filters view to see only searches that involve selected member(s) as either editor(s) or recipient(s)
  2. Note: almost all filtering will require you to start with the members filer as a necessary step
  3. If you fail to use this filter, the results shown will include searches where ANY recipient fulfills the conditions set by any other filters
  4. eg - to see only searches where you are the editor, you must first select your own name under  Members  or else your  Role  filter will filter to searches where ANY member is an editor

Roles 

  1. Filters view to see only searches that involve member(s) selected in the  Members  filter as either editor(s) or viewer(s)
  2. Note:   To filter to view your own searches where you are either editor or viewer, first select your own name in the  Members  filter

Alert Enabled

  1. Filters view to see only searches that have alerts set on them for member(s) selected in the   Members   filter 
  2. Note: To filter to view your own alerts, first select your own name in the   Members   filter

Email Notification Enabled

  1. Filters view to see only alerts that have email notifications set on them for member(s) selected in the   Members   filter 
  2. Note: To filter to view your own alerts, first select your own name in the   Members   filter


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