Users can perform searches in different areas of Handshake and save their search criteria, making future searches easier to retrieve and reuse.
For example, your staff may have to perform repeated searches, such as searching for first year students who have scheduled a career services advising appointment.
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Saved search overview
There are many areas in Handshake where Career Services staff can create and save filtered or saved searches, including Manage students, Experiences, Job Reviews, Resource Library, Events, Career Fairs, Appointments, Job Postings, Interviews, Employers, Contacts, and Analytics.
Although the search criteria will vary in each of these pages, the steps you will follow to create and save a search will be similar.
Note: when saving a search, you are saving your search criteria, not your search results. Searches are always performed using real-time data, so your results will likely change if you rerun the search later.
My Saved Filters
We will use the Employer page as an example below.
To create a saved filter, you will need to first create your search criteria.
1. From any screen, click Employers located on the left navigation bar, then select [your institution]'s network.
Note: When you visit a page that allows for saved searches, also referred to as saved filters, you will view the option to save these filters. This can be displayed either in the filter sidebar or in the upper-middle section of the screen.
2. Use the Favourites, Collections, Assigned to, or the Filter button at the top of the page to select the criteria for your search. As you adjust your search criteria by adding or removing options and selecting Apply, the list of employers displayed in the results table will change.
3. After selecting your search criteria, you can save your filters by clicking Save search located in the upper-right corner of the page.
4. A pop-up window will appear on the screen and prompt you to enter a Name and Description for your saved search. You can also select Make this my default landing experience, so whenever
5. Once you have entered this information, click the "Save search" button in the lower-right corner of the pop-up window.
6. Once saved, the message "The saved search has been created" displays in a banner in the lower-right corner of the screen.
7. After saving your filters, you can select the dropdown arrow on the right of the Save search button to display your current saved searches.
Choose from the list of saved searches and click "Apply search" to use those set of filters.
Note: When multiple filters are applied in the same saved search, you will notice that there is AND logic across different filters (i.e., Status = Approved AND Type = Public) and OR logic within the same filter (i.e., Employer Industries = Retail Stores OR Manufacturing). For more information on the reporting and filtering logic, refer to the custom reporting section in Analytics: Using 'AND' Filtering in Custom Reports.
Set saved search as default or delete a saved search
To set your saved search as your default set of criteria or delete a saved search, click the dropdown arrow to the right of Save search. Then, click the ellipsis to the right of the saved search and select either "Set as Default" or "Delete saved search"
A message appears in the bottom right corner of the page to confirm whether the saved search is set as a default filter set up or if the saved search was deleted.