Search for Records in a Report

Search parameters let you search for records in a report.

1. Open the report you want to search in.
2. Click the Home tab.
3. Click Search. The Search window opens.
4. To change the layout of the Search window, including the sizes and ordering of filters and variables, you need to switch to Search Design Mode.
   1. Click the Gear icon next to Settings, or click Settings and select Enter Search Design Mode.
   2. Edit the layout as described in Overview of the Search Window.
   3. Click Set as Default Layout to exit Search Design mode and save the layout to your computer.

      When you view the Search window when you next open the same report from your computer, the window uses the layout you saved.

   4. To restore the default layout, click Settings and select Restore Default Layout.
5. To resize the Search window, drag the borders.
   The window size is saved to your personal settings so it will open with the size you specify the next time you open the window when running the same report.
6. Select the filters, sort options, and record limit for the report.
   Note: Search options often include date range filters and date grouping output variables. See Filter Date Ranges and Date Grouping Output Variables.

   Search Window

   Field	Description
   Filters	This section displays the report’s runtime selectable filters. The methods used to set the filter values vary depending on the filters’ data types and operators. For example, the values might be multi-selected from menu lists, specified in date fields, or entered in a text field. Text area fields aren't available for use in report filters. See Create a Fixed or Runtime Selectable Filter. This section also lists output variables that have been added to the report. Output variables can have the same types of selection methods as runtime selectable filters. See Variables. If the filter or variable displays a menu list, you can select all options in the list by selecting the Select All check box, or you can clear all options in the list by clearing the Select All check box. To quickly find specific values in menu lists, enter the first few letters of the value you want in the filter’s Search Text field. To view the menu options you have selected from a long menu list, click the splitter bar to the right of the list.
   Limit and Order	Options in this section let you limit the number of rows returned in the report and select how the report output should be sorted.
   Limit To	Select this check box to limit the number of rows returned on each page of the report’s output level or on the entire output level. Limiting the total number of records returned on the output levels prevents reports from returning more records than can be easily viewed or printed. The VRL_HARD configuration setting sets a hard limit on the number of rows that can be returned in a report. Values entered in the Limit To field that exceed this are ignored. See Analytics Configuration Settings for information about VRL_HARD and other configuration settings that can impact reports.
   Rows	Enter the number of rows that should be returned.
   Per Page	Select this check box to change the number entered in the Rows text box from a hard limit on the total number of rows returned in the report to a limit on the number of rows returned on each page of the report.
   Order By	Click the current sort order fields to open the Sort window where you can select different sort options. The report’s default sort order displays with the primary sort field listed first, followed by any subsequent sort fields. The direction each sort field is ordered in is also indicated (Asc for ascending order and Desc for descending order). See How You Change Report Sort Order.

7. To save the filter values you select to the local settings on your workstation, click Settings and select Save as Default Values. These saved values are used as the defaults when you run the report again when you’re logged in with the same staff account.
   The default values are overwritten if you select different values and click this button again. If the report is later edited to change filters, the default filter values stored in your local settings are ignored.
8. To restore the search values to the report’s default search values, click Settings and select Restore Default Values. This deletes saved search values from personal settings.

   This option is disabled if the report’s current search parameters were not populated from your personal settings. See Change Your Personal Settings.

9. To reset the search parameters’ values to the default values that were populated when the report was opened, click Settings and select Reset Values.
10. To quit without saving your changes, click Cancel.
11. Click Search to search the report with the search parameters you selected.