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Getting Started
How do I save my search?

After building a new list—or making changes to an existing Saved List—you can save your search directly from the List View screen.

 

 

 

Steps to Save a Search

1.     In the action toolbar at the top of the list, click Save List

2.     A pop-up window will appear, prompting you to enter a List Name

3.     Click Save to confirm and store your search

 

Your saved search will now appear under Saved Lists, where you can access it anytime.

 

Pro Tip: Use clear, consistent naming conventions when saving lists. For example, include the main filter criteria or purpose in the name (“Dallas TX Businesses” or “High-Income Households”). This makes it easier to organize and quickly identify your lists later.

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