Using the Search Feature

The Search icon Quick Search icon in the top right corner lets you search the entire application or the My Reports and Shared Reports folders by entering keywords in a the search field. You can refine the search by specifying the Object type, Owner, Date, or Description.

To enter a search:

  1. Click the Search icon Quick Search icon. This displays a window with field for entering search keywords and the following options for refining your search:

XBRi - Keep this option to search the entire application, or click the down arrow and choose either Shared Reports or My Reports to search just those folders.

Contains - Keep this option to search for all items that contain the entered keyword in their titles, or click the down arrow and choose Exactly, to search for only those items that have the exact text that you entered as their title; Begins With, to search for only those items whose titles begin with the search text; or Ends With, to search for only those items whose titles end with the search text.

  1. Enter the keyword text in the text box with the Search icon.

After step 2, you can click the Search icon Quick Search icon to search on the entered criteria, or you can refine your search by clicking the Refine option.

To refine your search:

  1. Click Refine. This displays the following addition search options:

Object Type - Click the down arrow to display a list of object types to search for. Select the check  box next to each item you want to include in the search.

Owner - Specify the owner of the item you are searching for. Click the down arrow and select either Created by any user, or Created only by me.

Date - If you are searching for an item that was either created or modified during a specific time range, click the down arrow and select Created or Modified. Use these controls to specify the date:

Last - Select to search for an item that was created or modified in the last number of specified time units that you enter. Click the down arrow to select from Hours, Days, Weeks, Months or Years.

Between - Select to specify a time range in which the item was created or modified. Use the calendar controls, or enter the dates in the fields in the format: M/D/YYYY

Description - Enter the description associated with the item.

Related topics

Viewing information about objects

Running reports

Searching for objects

Navigating the Shared Reports and My Reports folders

Navigating through Folders

 

 

 

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