From 588779afcba65f8df908099730b9f2bf5a62c212 Mon Sep 17 00:00:00 2001 From: "Jack Senyitko (via MelvinBot)" Date: Tue, 21 Apr 2026 11:44:25 +0000 Subject: [PATCH] Update saved search docs to reflect rename via Save button MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Fix incorrect UI label: "Save report" → "Save search" - Document new ability to rename saved search by clicking Save search again - Split rename and delete into separate task-based sections per help authoring guidelines - Use correct three dots (⋮) formatting per naming conventions Co-authored-by: Jack Senyitko --- .../Using-Reports-in-New-Expensify.md | 13 +++++++++++-- 1 file changed, 11 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md b/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md index 376a7dfe7a4..a0f24e37382 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md +++ b/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md @@ -121,7 +121,7 @@ Below are some example queries you can use depending on your role: # How to save a search 1. Run a search with filters or search commands. -2. Click **Filters**, then select **Save report**. +2. Click **Save search**. 3. Enter a name, or use the suggested one. To view saved searches: @@ -129,7 +129,16 @@ To view saved searches: - **Web:** Go to the **Saved** section in the left-hand sidebar. - **Mobile:** Tap the **Type** dropdown at the top and select **Saved**. -To rename or delete a saved search, click the three dots next to it. +## How to rename a saved search + +You can rename a saved search in two ways: + +- While viewing a saved search, click **Save search** and enter a new name. The saved search updates with the new name. +- Click the three dots **(⋮)** next to a saved search and select **Rename**. + +## How to delete a saved search + +Click the three dots **(⋮)** next to a saved search and select **Delete**. ---