Creating Saved Searches and Funding Alerts

You can save your searches for funding opportunities. This saves you from having to enter the criteria every time you want to run this search. A saved search is, effectively, a dynamic list of opportunities that match certain criteria. Every time you run a saved search, the list of opportunities returned may change.

Saving a Search

  • Perform a search and view the results page.
  • Click Save Search.
  • In the Save Your Search dialog:
  • Enter a name for the search.
  • Choose whether to receive weekly email alerts.
  • Click Save, then OK to confirm.

Copying a Saved Search

  • Go to Saved Searches.
  • Select an existing saved search.
  • Modify the search as needed.
  • Click Save Search → Save as New.
  • Enter a new name and confirm.

Modifying a Saved Search

  • Open Saved Searches.
  • Select the search you want to edit.
  • Make changes.
  • Click Save Search → Update a Current Search.
  • Confirm changes.

Renaming a Saved Search

  • In the saved search row, click Options → Rename.
  • Enter the new name and click the Check icon.

Managing Saved Searches

  • Saved searches appear on your Home Page under the Saved Searches tab.
  • Use Options to:
  • View archived results (past weeks).
  • Share the search.
  • Edit, tag, toggle alerts, or delete the search.

Viewing Historical Results

  • Click View Archived Results in the search row.
  • Use the left sidebar facets to select previous weeks.

Tagging Saved Searches

  • Click Add Tags or Edit Tags in the search row.
  • Select existing tags or create new ones.
  • Apply changes.

Sharing a Saved Search

  • Click Share in the search row.
  • Enter recipients (users or groups).
  • Add an optional message.
  • Choose whether recipients can see each other.
  • Admins only: Check Put shared search on recipient's saved search list.
  • Click Send.

Tip: Tags help organize searches, and alerts keep you updated automatically

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