How You Search Dashboard Reports

You can search for information shown in dashboard reports.

While searching for information in reports in a dashboard is similar to searching the reports when generated on their own, there are some differences:

  • Docked filters—When a report that includes docked runtime filters is run outside of a dashboard, the docked filters display at the top of the report. However, when the report is opened in a dashboard, the report’s docked filters are displayed at the top of the dashboard.

    If multiple reports in the same dashboard include docked filters, all the reports’ docked filters are displayed at the top of the dashboard. If two or more reports in the dashboard have the same docked filters, these can be merged so only one docked filter displays. Values you set in the merged filter are applied to all reports with that filter. See Edit Dashboard Options for information about combining filters for dashboard reports.

  • Search window—When reports are displayed together on a dashboard, you can search for information in all the reports simultaneously. Searching for information in a dashboard is similar to searching for information in a report, though a dashboard’s Search window displays filters common to multiple reports, followed by report-specific filters. These common and report-specific filters are separated by headers on the dashboard’s Search window. See How You Search in Reports.