Send Now

Want to email your search results to yourself and/or your team?  Use the "Send Now" feature from the search results page.

Each selected user will receive an email titled "Knowland SmartSearch Report" with a link to the search results.  They will now have a copy of your search located in their SmartSearch account under the "Recent Searches" section in the left pane.  From there they can work through the search results, modify the search, save it for later and/or export to Excel.

Run a new search or select an existing search from your left pane.  From the search results page go to the "Search Actions" menu and select "Send Now".  Select which users you would like to send a copy of this search to and click "Send".

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Scheduled Searches

Want to set up a search to email to yourself and/or your team on a regular basis?  Use the "Schedule" feature from the search results page.

Each selected user will receive an email titled "Knowland Scheduled Report" with a link to the search results per the delivery settings you set.  They will have a copy of the search located under their "Scheduled Searches" section in the left pane.  From there they can work through the search results, modify the search, save it for later and/or export to Excel.

Setting up a Scheduled Search

Saved Searches: Click on a Saved Search from the left pane to bring up the search results.  From the left pane click on the envelope icon OR from the Search Actions menu select "Schedule".  This will open the scheduler.

Recent Searches: Click on a Recent Search from the left pane to bring up the search results.  From the Search Actions menu select "Save & Schedule".  This will turn your recent search into a saved search and open the scheduler.

Select Delivery Schedule:

The delivery schedule determines how often you want to send the email.  It also replaces the "Booking Occurrence" (date range) filter in your search to ensure you aren't emailing the same search results over and over.  For example: If you select "Weekly: Monday" you will receive an email every Monday that includes the past 7 days of data.

  • Daily: Sends an email every day and includes the processed date from the previous day
  • Weekly: Sends an email on your selected weekday and includes the processed data from the previous 7 days
  • Monthly: Send an email on the 3rd business day of every month.  You can select to receive the processed data from the previous month OR YTD
  • Quarterly: Send an email on the 3rd business day of every calendar quarter.  You can select to receive the processed data from the previous quarter OR YTD

NOTE: Scheduled Searches disregard your "Booking Occurrence" (date range) filters.  The delivery schedule you set will be the new date range included in the results.

Recipient Added:

Select which users you would like to receive the scheduled search report.

Ownership:

Maintain Ownership: Select this if you want to continue to manage the scheduled search and be the only person who can make edits.  Other users will be able to "Unsubscribe" from receiving the email, but they will not be able to edit the schedule.

Transfer Ownership: Select this if you want each selected user to receive their own copy of the schedule.  This makes each user the owner of their own scheduled search and it's settings.  You will not be able to make edits to their schedule, only your own.

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Edit a Scheduled Search

Click on a Scheduled Search from the left pane to bring up the search results.  From the left pane click on the envelope icon OR from the Search Actions menu select "Schedule".  This will open the scheduler.

  • Non-Owners: IF you are not the owner of the scheduled search you will only be able to "Unsubscribe" from the emails.  You can also clone the search to get your own copy so you can edit it and/or schedule the search. 

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  • Owners/Creator: IF you are the owner of the scheduled search and/or if you created the schedule you will be able to view the "Previously Sent To" section to see a history of what has been sent and to whom.  If you "Maintained Ownership" you will also be able to edit the schedule settings.

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