Saved Searches let you create a focused view of Yellow Sheet data using selected zones, project types, permit types, stages, or budget ranges. This helps you quickly see the information that matters most to your business while filtering out records that don't match your criteria.
A saved search stores your filter criteria, not a fixed list of results. Each time you open it, Yellow Sheet runs the search against the current week's data.
You can create as many searches as you need.
Getting Started
Saved Searches appear in the left sidebar of your dashboard, just below the main report links.
Saved searches are grouped under two report types:
Projects & Tenders – new projects, updated projects, prebid, tender reports and bid results.
Building Permits – building permit records reported by municipalities.
Click any saved search to load the results based on your saved criteria.
To add or manage searches, click Create or Edit in the Saved Searches section.
To create a new search, click + Create New Search.
You will see two required fields:
Report — Select the report type.
Name — Create a name that makes the search easy to recognize in your sidebar.
Then follow these steps:
Select a Report above.
Enter a Name to identify the search.
Click Next to move through the remaining setup tabs and choose your search criteria.
Click Save after completing your selections.
Your Saved Searches will appear in the lower left of your dashboard.
Projects & Tenders Searches
When creating a search for Projects & Tenders, the setup tabs include:
Zones
Select the zones you want included.
Project Types
Choose the types of projects you want to track.
Project Stage
Select the stages of projects you want included in your results. Stages cover the full project lifecycle, from early planning and applications through prebid, tender calls, bid results, construction progress, completion, or projects placed on hold.
Building Permit Searches
When creating a search for Building Permits, the setup tabs include:
Zones
Select the municipalities or zones you want included.
Permit Types
Choose the permit types you want included in the results. These reflect how municipalities classify permit records.
Budget
Enter a minimum or maximum permit value to narrow results to projects within a certain value range.
Managing Saved Searches
Click Create or Edit in the Saved Searches section to manage your searches.
From here you can:
View — Open the saved results.
Edit — Change zones, types, stages, or budget filters.
