To create a new Saved Search:
Go to the Settings page by clicking on the profile icon on the top right corner
Go to the Workflow section and scroll to the bottom
Click on Edit and Add Saved Search
Create a name for your search and select the filters that you need
Relative Date filters: you can specify a range of dates (eg. 1 week, 90 days)
Access to Saved Searches: select which roles will can view this saved search
Sorting: select the order the applications will be listed when using this search
Filters: select different criteria for your search, including statuses, province, referrals
Using Saved Searches
To view a Saved Search, on the application list, select the desired saved search
Saved searches can be used to generate export reports. Reports can not be generated using the advanced search filters. Instead, create the saved search first and select it on the Application list. Then click on the Export button.