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 juniors with a GPA above 2.5 who have scheduled a career services advising appointment.
Topics:
- Saved search overview
- My saved filters (new view)
- Set saved search as default
- Delete a saved search
- Saved searches (legacy view)
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 (new view)
We will use the Employer Approvals 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.
Note: When you visit a page that allows for saved searches, also referred to as saved filters, you will see 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 filter sidebar to select the criteria for your search. As you adjust your search criteria by adding or removing options, 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 These Filters located within the filter sidebar.
4. A pop-up window will appear on the screen and prompt you to enter a Name and Description for your saved search.
5. Once you have entered this information, click the blue "Save" button in the lower-right corner of the pop-up window.
6. Once saved, the message "Created saved search" displays in a green banner in the lower-right corner of the screen.
7. After saving your filters, a new option labeled "My Saved Filters" will appear under the "Save These Filters" option.
By clicking on this option, you can perform a saved search using the current set of filters, along with any other filters you have saved in the past.
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
To set your saved search as your default set of criteria, click "My Saved Filters" within the filter sidebar, then click the ellipsis icon to the right of the name, and select Set as Default from the dropdown.
Once set as default, the message "[NAME of saved search set] as default. Refresh this page to see the new default search." appears in a green banner at the lower-right of the screen.
Delete a saved search
If you would like to delete a saved search, click "My Saved Filters" within the filter sidebar, then click the ellipsis icon to the right of the name, and select Delete from the dropdown.
Once it's deleted, the message "Deleted saved search" appears in a green banner at the lower-right of the screen.
Saved searches (legacy view)
We’ll use the Manage Students page for the example below.
To create a saved filter, you will need to first create your search criteria.
1. From any screen, click Manage located on the left navigation bar.
Note: When you first visit a page that supports the legacy view of saved searches, referred to as "Saved Searches," a white/gray button Saved Searches displays in the upper-middle section of the page.
- If you have not saved any searches, clicking on it will prompt a message that reads, "You have not saved any searches yet. Click on the + above to save your current search."
To apply filters, below the "Saved Searches" button, you will choose from a list of desired filters to create the criteria for your search (filters/saved searches on other pages in Handshake may be located on the left column of the page).
- Filters include items such as school year, majors, GPA, etc.
Select the criteria for your search; you will see that the list of students displaying in the results table changes as you narrow or widen your search by adding or removing additional search criteria.
You can quickly review which filters are applied by noticing the blue label tags with a filter name and count of results with that filter above the results table. You can also click the "X" on the right-hand side of each of these blue label tags to quickly remove that filter from your search criteria.
Once you’ve finished selecting your search criteria, you may save your search by clicking the "+ sign" next to the "Saved Searches button in the upper-middle area of the page.
From there, a "Save Current Search" pop-up window will appear on the screen and prompt you to enter a Name and Description for your saved search. Then, click the blue "Save" button in the lower-right corner of the pop-up window.
Once you create a saved search on the page, the message "Search saved successfully" appears in a green banner at the lower-right of the screen.
To conduct a saved search using this set of criteria, as well as any other saved searches you have previously created, click on the "Saved Searches" button in the upper-middle area of the page. You will then see a list of all the searches you have saved on this page, and you can click on the filter you wish to apply.
If you would like a Saved Search to be your default search whenever you navigate to the Manage Students page, you click on the "Saved Searches" button in the upper-middle area of the page.
Then, from the list of your Saved Searches, click the hamburger menu (i.e., the three hash marks) on the far-right side of the page, and select the option Make Default.
You will then get a green message in the lower-right corner of the screen that says "Default set successfully" set a saved search as the default.
You can repeat this process and select the option to Unset Default, if you want to remove the default search, or select Delete Search if you want to delete that saved search.