Searching within a Reporting Channel allows you to quickly and easily find the most relevant reporting content for your work, streamlining access to key information
>>> This article is for Everyone.
FYI - You might know Reports by another name - check out our glossary to find out!
To search within a Reporting Channel using the search feature:
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Navigate to the Reporting app from the left-hand side navigation
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Go to the Reporting Channel Group where the needed Reporting Channel is located
The new view will display all the Reporting Channels within this Reporting Channel Group.
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Choose the Reporting Channel where you want to search for a report
A Reporting Channel view will open.
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Click on the Search icon
in the top right corner of the view
A Search bar will appear.
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Enter a search term
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Press Enter
The relevant results will be immediately displayed.
You can use filters to narrow down your search.
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Click on the Filters icon
next to the Search icon
The sidebar with filters will appear on the left.
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Select the needed filters
Your search result will be adjusted based on the selected filters.
To search by section within a Reporting Channel:
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Navigate to the Reporting app from the left-hand side navigation
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Go to the Reporting Channel you need
All available sections will be displayed on the left-hand side.
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Click on the section you want to view
You will be directed to your chosen section where you can view focused reporting content.
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Click on the Search icon
A Search bar will appear.
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Enter a search term
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Press Enter
The relevant results will be immediately displayed.
You can use filters to narrow down your search.
-
Click on the Filters icon
The sidebar with filters will appear on the left.
-
Select the needed filters
Your search result will be adjusted based on the selected filters.
Insider Tips:
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Subscribe to any report that is relevant to your work, so you never miss an important update
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Access to recurring reports is only possible if your platform is configured with the Reporting module