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Report Writer - Advanced Search

The Advanced Search popup includes additional filter options that will aid you when searching for a particular report or a series of reports. Advanced search filter options include:

Keyword Quick Search

In the Report Name field enter a keyword then tap the Enter key and the search results will display. Note that wildcards ( * asterisk) are NOT required. To select a report to work with, click the report name hyperlink and the popup will close and you will be returned to the invoking page with that report selected.

Report Folders - Select a Folder dropdown

You may select a report to work with in one of two ways:

  • Click the dropdown box to display a listing of reports, and then scroll to the report you want to work with and click on the report name to select it - then click the Search button.

  • Click on the dropdown box to reveal the quick search field, then type a portion of the report name that you are searching for and the list will be refined to display reports that contain the search criteria. Once the report folder you are looking for is listed, click on the name to select it - then click the Search button

Note that reports not previously contained within a folder are added to a new general folder labeled ‘Individual Reports’

To select a report to work with, click the report name hyperlink in the search results table and the popup will close and you will be returned to the invoking page with that report selected.

Role Security

When you create/edit a report you have the option to link access to the report based on a Role from Security Builder. The Role Security filter option enables you to select an existing role and view the reports that are assigned to that role.

You may select a Role in one of two ways:

  • Click the dropdown box to display a listing of Roles, and then scroll to the Role you want to work with and click on the Role name - then click the Search button

  • Click on the dropdown box to reveal the quick search field, then type a portion of the Role name that you are searching for and the list will be refined to display Roles that contain the search criteria. Once the Role you are looking for is listed, click on the Role name to select it - then click the Search button

To select a report to work with, click the report name hyperlink in the search results table and the popup will close and you will be returned to the invoking page with that report selected.

Employee Security

When you create/edit a report you have the option to link access to the report based on an employee ID. Enter an employee ID number and then tap your Enter key, and the search results will display a listing of reports that the user has access to.

To select a report to work with, click the report name hyperlink in the search results table and the popup will close and you will be returned to the invoking page with that report selected.

Field Values

Searching for reports based on a particular field value is typically done by Super Users or internal Support or Services staff. This option provides the ability to enter a database field name to identify the reports that include that field.

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