Search Reports dialog

Note: Some of the fields on this dialog are used on the Search Criteria dialog. See the General, Schedule, and Status sections under Search criteria in the Work area table, below.

The Search Reports dialog allows you to search for reports for viewing or editing.

The dialog is opened by selecting Search from the Reports group of the Schedule tab, or from the Reports group of the Reports tab.

Show image

Search criteria are organised in tabs as described in the table below. Searches are not case-sensitive and are implemented only on basic field types.

A single criterion or a combination of criteria can be used to filter the search.

Commands

Group	Command	Description
Search	Search Locally	Searches for local reports meeting the criteria.
	Search Server	Opens the Download Reports dialog for you to choose which reports on the server should be searched.
	Clear	Clears the search criteria and the returned results.
Reports (Available when reports are listed)	Edit	Open the selected report for editing.
	View	Opens the selected report for viewing.
	View On Map	Opens the map featuring the selected report.
	Report History	Opens the Report History dialog for the selected report.

Work area

Item

Description

Form

Dropdown list containing all the available forms for the current application.

<All Forms> searches reports independently of the form they originated from.

Search criteria

General

When searching using one or more criteria, you can type in part of the searched text or the full text. Wildcard search is implemented by default, therefore it is not necessary to type in the *.

Title	The report title.
Special instructions	Additional instructions that the person carrying out work on the asset or task should be aware of. Available only when Show Special Instructions has been enabled for the current application. See Application dialog.
Work package	Available only when Show Work Package has been enabled for the current application. See Application dialog.
Work package type	Available only when Show Work Package and Show Work Package Type have been enabled for the current application. See Application dialog.

Date

For searching based on a date range and type.

Search date range	Last saved	Enters a date range from when the report was last saved to the current date.
	From Last saved	As above but with only a start date.
	Scheduled Date	Enters a date range from when the report was scheduled to the current date.
	From Scheduled date	As above but with only a start date.
	Completed/Resolved Date	Applies only to completed reports and will be available only if the Show Completed Resolved Date property is enabled for the current application. Enters a date range from when the report was completed or resolved to the current date.
	From Complete/Resolved Date	As above but with only a start date.
From	The start date for the search period. Clicking the down arrow control opens a calendar tool for selecting or changing the start date.
To	The end date for the search period. Clicking the down arrow control opens a calendar tool for selecting or changing the end date.

Schedule

For searching based on report schedule information.

Tip: Schedule date range, if applicable, is selected from the Date tab.

Resource	<All>	Includes all resources.
	<Unassigned>	Includes only unassigned resources.
	list	Includes the selected resource.

Status

This section allows you to narrow down the search by report status.

Report status	Saved and Completed, Saved, Completed
Closed status	Any, Not Closed, Closed
Task phase	Relates to the Task Phase field in InfoAsset Manager. The permitted values come from reports that have the Task Phase field.
Work order status	Approved, Needs Processing, Not Required, Not Set, Pending, Rejected. Available only if work order approval has been enabled for the application.

Contents

(Unavailable for forms without searchable fields)

This tab provides functionality to search inside reports for a restricted number of fields.

Note: The content of report grids, images, or sketches cannot be searched.

Add filter (button)

Adds a new search filter to the Contents tab.

Remove filter (button)

Deletes the selected search filter.

Filters to use

Operator to use when there is more than one filter specified in the Contents tab. Permitted values are ALL and ANY. Default is ALL.

Field

For selecting the report field. A dropdown list containing the fields present on the form specified in the Form choice list (see above).

Comparison

For selecting comparison operators. Permitted values depend on the field type.

Operator	Description
=	Equals (matches the whole string).
LIKE	Used for text fields, this operator allows users to perform partial comparisons (wildcard search).
>	Available for date, time and numeric fields. Greater than.
>=	Available for date, time and numeric fields. Greater than or equal to.
<	Available for date, time and numeric fields. Less than.
<=	Available for date, time and numeric fields. Less than or equal to.

Value

For entering the field value to compare.

Results grid

This grid displays the results of the search.

Searching for reports