Overview

The following products allow users with appropriate permissions to save search and output templates within their system for future reference.

• iCIMS Connect (Legacy CRM)
• iCIMS Applicant Tracking (ATS)
• iCIMS Offer Management 
• iCIMS Onboarding

There are two save options that apply to searching and reporting:

1. Save the search template: This will allow you to run the search easily in the future without having to identify and re-apply all the filters from scratch. (Remember, your result might change each time you run a search. To download a static report, use the export function explained in the Exporting Search Results & Reports article.)
2. Save the output template:  This will allow you to preset what columns, groups, and sorting settings appear in future reports. Output templates may be saved along with a search template; for more information, review the section below. To save an output template separately, skip to step 4 below. 

Saving Search and Output Templates

1. Navigate to a search form and enter all desired search criteria (e.g., filters or keywords).
   • Tip: Refer to the steps within Creating a Job Search, Creating a Person Search, or Creating a Recruiting Workflow Search articles for example criteria and the steps to add these criteria for three of the most popular types of searches.
2. To save this search as a template, select the Save Search Template icon (floppy disk) to the right of the Search Template dropdown within the Filters section of the search form.
3. Enter an applicable search template name in the Title field, a description (optional), and select the appropriate check boxes to choose which user groups can use and/or edit your template (optional). Then, click the Continue to Output button.
   • Note: If the output has not been edited, click the Save button to save only the search template.
4. To save the output template, enter an applicable output template name and select the appropriate check boxes to choose whether to use this as your default saved output. Then, choose whether to share this template globally and/or allow others edit your template (optional). Lastly, click the Save button.
   • Tip: To save an output template without an associated search template, select the Save Current Display as Output Template icon (floppy disk) to the right of the Output Template dropdown in the Output section of the search form.

Notes:

• Once saved, a search or output template may be overwritten by selecting the template from the appropriate template dropdown, then making any desired updates to the search form and selecting the Save Template icon. The Save Template popup will display - select the Overwrite Existing Template option. Make sure that the correct template displays in the Template dropdown, then make any desired changes and click Save. 
• Saved reports may also be pinned to and then accessed from the dashboard. See the Introduction to the Dashboard for more information on working with dashboards.
• Users can manage saved search and output templates through the Template Management popups available for each search type. For more information, review the Managing Search and Output Templates article. 

---

Searching & Reporting Curriculum

The iCIMS Knowledge Base includes additional resources to prepare users to use searching and reporting tools. These resources have been compiled in the following article: Searching & Reporting Curriculum