How to Search (Filter) for a Specific Report

This topic describes how to search for a specific report. Note that the search field acts as a filter for indexed content.

Use the following steps to locate a specific report:

  1. From the left side navigation menu select Reports > Custom Reports.
  2. The Custom Reports page opens. The CUSTOM REPORTS tab is selected by default.
  3. In the Search box, enter your search criteria. Search results are indexed. The text entered into the search field is searched for in all of the table fields, including:
    1. Report name
    2. Description
    3. Date Created
    4. Report Author
  4. The results are immediately displayed in the table.

  5. Note that if the search term is found in multiple fields, all results are returned.
    1. For example, in the screenshot below, the term "play" is entered into the search field.
    2. Results returned include results in both the "Name" and "Description" fields.

  6. In the next example the search term "03" is entered.
    1. The term is discovered in both the "Name" and "Date Created" fields.

  7. Click the X to clear the search criteria.


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