Search Services enables you to search for and retrieve documents and reports from any repository in Planning and Budgeting Cloud Service Workspace. The search operation returns a list of results based on locating the users keywords in document-specific metadata; for example, document name, date created or author (for Financial Reporting Word or PDF documents only), and extracting content-based information from documents.
You can perform the following searches:
General search—Search keywords in any part of all supported content published in Planning and Budgeting Cloud Service Workspace.
Context-sensitive search—Search keywords associated with aspects of some content in all supported content published in Planning and Budgeting Cloud Service Workspace.
Search within a hierarchy—General or context-sensitive searches restricted to selected branches of Planning and Budgeting Cloud Service Workspace or to selected repositories (Scorecard for example).
Data or metadata search—If content is static in nature, then both metadata and data is indexed (for example, filter name and selected values for the filter). If content is dynamic in nature, then only metadata is indexed (for example, column name only).
When a search is initiated, Search Services searches for terms entered in the request. The results are returned on another page as a list of document references and synopses, ranked in order of relevance.
Search results are:
Categorized based on content type, modified date, and file locations within Planning and Budgeting Cloud Service Workspace
Sorted by relevance or by modified date
Authorized; user credentials ensure that only user-authorized content authorized is returned