Searching for reports

To search for reports:

  1. Select Search from the Reports group of the Reports tab.
  2. Configure one or several search criteria by using the appropriate tabs of the Search Reports dialog. (Details are given below for the Contents tab as the procedure is slightly different to the other tabs. The Contents tab is unavailable for forms without searchable fields.)

    Tip: Searches are not case-sensitive, so you can type your search in uppercase or lowercase characters.

  3. If configuring filters in the Contents tab:
    1. Select a form to base the search on, from the choice list at the top.
    2. To add a new filter, click the Add filter button .
    3. Select a field in the Field dropdown list.

      Available values are a subset of the fields present on the form that has been selected in step a., because the search functionality is implemented only on basic fields.

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

      4. A few pointers are given below:

      • Date, time and numeric fields allow <, <=, >= and > comparisons.
      • Check boxes can be compared only from InfoAsset Manager ones since these only have the one value.
      • Text fields have an additional operator, LIKE, allowing partial comparisons (very similar to wildcard searches).
    4. Select a comparison operator in the Comparison dropdown list. Available operators depend on the field type.
    5. Type in a comparison value in the Value column.
    6. If required, follow the steps above to add additional filters.
    7. Set the Operator button to ALL or ANY (this applies only if more than one filter is being used).

      Tip: Existing filters can be edited by selecting them in the grid and amending as appropriate. The Remove Filter button can be used to delete the selected filter.

  4. Once filters have been set up, click Search Locally or Search Server.

    Returned results for a local search are listed in a grid, in the bottom half of the Search Reports dialog. To view or edit a report, select a report on that grid and click View Report or Edit Report, respectively.

    Returned results for a server search are opened in the Download Reports dialog. To view or download reports, click View or Download, respectively.

    Refer to the Download Reports dialog topic for more information on manually downloading reports.

Reports