Is there a way to edit and save existing reports? I have a few reports saved on my list, and if I refine the search parameters, it only gives me an option to save it as a new report with a new name, and not overwrite the existing report.
Is there a way to do this?
Youāre completely right, when refining a saved search Asana will automatically save it as a new Search; as it stands there is no option to overwrite the existing report. I donāt believe we have planned to make any change in the next few months, but we will definitely keep this in mind for future improvements!
Thanks for taking the time to share your feedback with us @Narayan_Raj; have a great day
I create and save reports using advanced Search. I need to frequently update the search query e.g. to modify tags or team members.
If I modify the search values using refine search, it creates a completely new search without giving me an ability to modify and save an existing saved search. So I have to save this new search with the same name as before, which creates a duplicate search, and then I have to go and delete the previous saved search. This is hugely inconvenient especially when you have a many saved searches
There should be a ability in Asana to modify an existing saved search.
As I am learning Asana, I am also finding this to be hugely inconvenient! I anticipated that when I was refining a search that it would either auto-update my saved search or at least give me the option to save and update my saved search. However, as @Constancio_Fernandes mentioned, you have to create a duplicate and then go delete the old one.
Very clunky. I am constantly modifying Saved Search parameters (adding new team members, layering portfolios, altering tag options) and not being able to save over existing search is a problem. As well, having to resend fresh link out every time I update a search is not ideal when working with large team.
This has been a tremendous time and sanity-waster for me. We have a search, but every few days I have to update 1 date field. This requires my saving the search, naming it the same as the original, adding one character (so I can tell them apart), then deleting the original search, then renaming the new search to be the same name as the original search. As @anon63682973 pointed out, previous links are now invalid.
All this to update one field of a search
After wasting far too much time doing the copy-rename workaround, I finally searched for the correct procedure to do this. As I sit here now in realization, I am absolutely floored that this is by design.
Not being able to update a Saved Search is a real nuisance and misses a trick.
Saved Searches are excellent for supporting meetings. I have a search that shows tasks with the tag āDiscuss at weekly meetingā, so if anyone has anything to raise at the meeting they just add this tag any time, then when the meeting comes we just open the saved search and go through each task, updating as we review each one. Essentially, the meeting agenda builds itself, which is great.
However, to make things even easier we add the URL of the saved search to the meeting in the diary, but, as this thread points out, if we change just one field in the search we then have to save as a different name AND update the URL to the search.
A simple āupdate searchā button would make this problem go away, and make this use of saved searches really effective.
The Microsoft Azure DevOps āQueryā feature smashes this out of the park. Iām not suggesting Asana implement fully featured querying like DevOps, but right now searching comes up short.
Same as above - this is terrible. The saved search has a URL that can be distributed. Itās absurd that thereās no way to modify it so the same URL will show the refined results.
just adding my agreement here. Since saved searches provide features that e.g. portfolios and projects donāt provide on their own, itās a shame that we canāt modify them at will to keep them updated as conditions change. I find myself duplicating and deleting my searches about once a week, which feels very inefficient.
Add my vote to get this implemented. Clunky to have to save a new saved search everytime with no way to update current saved searches. Kind of defeats the purpose of being able to share the search as well.
Itās really a shame that this hasnāt been updated. People have been reporting this for over 7 years and no efforts have been made to solve for it. Itās a very simple feature. Please update before I move my org off of Asana.
I have a saved search for the teamās use called āSearch Current Sprintā that Iād like to maintain and change the project I use as a sprint in the search each sprint, so the team doesnāt have to worry about it.
I also just tried executing the saved search, then changing the criteria, then starring the changed search and naming it the same name as an existing saved search - and suprisingly, I was able to do this.
Iām hoping it might be possible in the future to save changed to saved searches sometime in the future. Thanks for your consideration!
Thank you for this, Larry! I really appreciate you reading & posting this.
In my current setup, I use the (non-āevergreenā) project as a sprint, and use the project as a container for multiple reasons.
However, I follow your suggestion. I will try an alternate setup with an āevergreenā project and see if that organization would work for the outcomes Iām hoping to achieve.
I created a saved search to reference tasks with such search criteria. Now I want to update the filter/criteria of the saved search, but thereās no where I can save the changes.
Itāll be great if the saved search can be updated, and I donāt have to create a new saved search.
This would be very helpful especially as weāre in the early days of implementation & are still figuring out what works for our team. Iāve built a couple of saved searches and shared them with my team, but as we get up & running Iām seeing needs for small modifications. As it is, I need to send folks a new link to a search if I realize that the criteria need to be updated. It would be great to be able to just save the search with updated criteria so that I donāt have to send around new links & make sure that everyone gets rid of the old ones.
It appears that the ability to edit saved (starred) advanced search reports has been removed in the latest update? I canāt see any forum conversations around this, nor can I see any help videos that might assist with this.
Please can someone tell me if it should still be there and if it should, how to access this from saved searches? it was an excellent feature and one of the reasons we chose Asasna to be able to monitor progress across multiple projects.
I donāt think that was ever a feature, @Umair_Abiden, and thatās the reason for this Product Feedback request. You can click the title to scroll to the top and then vote for it with the purple Vote button.
Hi @lpb Grateful to you for responding. I and my colleagues had been able to save searches and then edit those same searches up until very recently (August/September). That functionality disappeared with the latest version of the search function. Essentially we had a starred search with all our projects in as we were tracking a custom effort field for each task within those projects to understand the effort expended and extrapolate statistics on a portfolio basis in Excel. We used the refine search function, which seems to have disappeared. We can still create the search from scratch, but the ability to edit and revise an existing saved (starred) search disappeared. Sadly the productivity gains we had are significantly reduced. It was our main reason for choosing Asana, but not the only one.