How You Search in Reports

You can search for specific records in reports from the Search window.

You search for specific records in reports from the Search window. You can open the Search window from the report’s Home tab. This window also opens automatically when the report includes required runtime filters or when the Open Report Without Prompting for Search Parameters report option isn't selected. See Change Report Properties.

The options available when searching for information consist of the runtime filters, output variables, sorting options, and other search parameters added when the reports are created or edited. You can modify the layout of these options on the window and save the layout for later use (see Overview of the Search Window). The search parameters are specific to each report, though many reports share similar filters and output variables. While most search parameters need little or no explanation, some are unique and require additional explanation.

After you perform a search, you may find that the data does not include information from the current day. Certain database tables contain cached data that's updated nightly. See How You Use Cached Data in Reports.

Note: Reports are intended to output only the information you need to view or access for a specific purpose. We recommend that you configure custom reports to include fixed filters or required runtime selectable filters to limit the data they can return. See Overview of Report Filters.

After generating the report using the search criteria you want, you can quickly find specific content displayed in the report using the Find feature. See Find Content in a Report.