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Saved Searches Dashboard Module
You can add your saved searches to the dashboard. This feature makes it easy to find at-a-glance information that is relevant to your firm. When you add the Saved Searches module to your dashboard, a number appears to the right of each item in the list. If the number appears in a blue font, you can click it to go directly to the location where you can take action on the account.
By default, Advisor View takes you to the saved search entity type - for example, a saved search that looks for recently added accounts will take you to the Accounts page, and a saved search that looks for securities with a maturity date in the next 30 days will take you to the Securities page.
In addition, Advisor View can also take you to any custom view that references that saved search.
Once you've created your saved searches, you can add the Saved Searches dashboard module. To add this module to your dashboard, follow these steps:
On the Dashboard page, click Add Report. You can get to the Dashboard page by clicking 
on the menu bar.
In the Choose a report list, choose Saved Searches and then click Add. Advisor View adds the module to your dashboard.
Click the 
on the report module toolbar to edit the report module settings.
In the Available searches box, click the saved search you want to add and then click 
.
When finished, click Apply.
You can link saved searches on the dashboard modules to any custom views that reference that saved search.
Once you've created the custom view and added the Saved Searches module to your dashboard, use the Target Page list to determine where Advisor View should take you when you click a link on the Saved Searches module.
