Save search queries in Vault

To make repeat searches in Vault more convenient, you can save a search query to run again later. Saved queries are especially useful when you want to find the same or similar data repeatedly as part of a Google Workspace data eDiscovery project.

A saved query can retrieve the same results or include data added after you last ran the query. For example, if your query includes an end date, a search returns the same results as when you first ran the query. If the query doesn't include an end date, a search returns the original results plus any new data that meets the search criteria.

Note: When you save a search query, Vault does not preserve the data returned by running the query. To preserve your search results in their current state, export the search results. Also, a saved search query is available only in the matter it’s saved in. If you save a query in one matter, you can’t access that saved query in another matter.

Save a search query

These steps are for new Vault (vault.google.com). Go to steps for classic Vault

  1. If you haven't already, create your search in Vault:
    1. Sign in to vault.google.com.
    2. Click Matters.
    3. If the matter exists, click it to open it. Otherwise, create a matter:
      1. Click Create.
      2. Enter a name for the matter and, optionally, a description.
      3. Click Create.
    4. On the Search tab, select a service and enter search parameters. For more information about how to search a service and what search returns, review the steps for the service: Gmail and classic HangoutsDrive and MeetGroupsGoogle ChatVoice.
  2. At the top of the search pane, click Save.
  3. Enter a descriptive name for the search query and click OK. The saved search query is now available to all users with access to the matter.
  4. (Optional) If you or your team will run this saved query frequently, you can bookmark the query in your browser. You can also copy the URL of the saved query to share with your team.

Next, learn how to:

Run a saved query

These steps are for new Vault (vault.google.com). Go to steps for classic Vault

  1. Sign in to vault.google.com.
  2. Click Matters and click the matter that has the saved query you want to run.
  3. On the Search tab, click View Saved Queries.
  4. In the panel that opens, click the search query you want to run. If you already filled in some search parameters, allow Vault to load the saved query by clicking Replace.
  5. To run the search query as it is, click Search.

Edit a saved query

These steps are for new Vault (vault.google.com). Go to steps for classic Vault

  1. Sign in to vault.google.com.
  2. Click Matters and click the matter that has the saved query you want to edit.
  3. On the Search tab, click View Saved Queries.
  4. In the panel that opens, click the search query you want to edit. If you already filled in some search parameters, allow Vault to load the saved query by clicking Replace.
  5. Edit the search parameters as needed. The next steps depend on your goal:
    1. If you want to overwrite the original saved query with the edited parameters, click Update.
    2. If you want to save the edited query as a new saved query and keep the original unchanged, click Copy and enter a name for the new version.
    3. If the edits are temporary and used only for this session, continue your search as normal. When you’re done, to clear all parameters and start a new search, click Clear. This action doesn't delete or clear the saved query.

Delete a saved query

These steps are for new Vault (vault.google.com). Go to steps for classic Vault

  1. Sign in to vault.google.com.
  2. Click Matters and click the matter that has the saved query you want to delete.
  3. On the Search tab, click View Saved Queries.
  4. In the panel that opens, check the box next to the query you want to delete.
  5. Click Delete.

Use classic Vault

Click below to open steps for classic Vault (ediscovery.google.com). Go to steps for new Vault

Work with saved queries in ediscovery.google.com

Save a search query

  1. Sign in to Vault.
  2. Create a new matter or click an existing matter.
  3. Perform a search in Vault.
  4. After you're presented with results, click Save query.
  5. Enter a name for the query and click Save.

Your saved query appears under Search in the left pane.

Run a saved query

  1. Expand the Search list in the left pane of your matter.
  2. Click the search query you want to run.

Edit a saved query

  1. Click the saved query you want to edit.
  2. Before you make edits to the query, click Search.
  3. After the results are returned, click the search bar at the top of the page.
  4. Edit the search parameters.
  5. Click Search.
  6. To save the edits:
    1. Click Save query.
    2. Enter a name for the new version and click Save.

      You can’t use the same name as the original version. To use the same name: enter a temporary name for the new saved query, delete the original saved query, then rename the new saved query.

Delete a saved query

  1. In the left navigation, click the saved query you want to delete.
  2. At the top, click Delete saved query.
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