Search & Filter

Use the Search & Filter bar in the Archive, Budgeting, and Live Reporting screens to locate reports.

Tip: Click  and  to hide and show the Search & Filter bar.

Search

  • Enter text in the Search field to start searching for reports (and packages).
  • The search includes all reports that match the active filters.
  • The default search operator is “includes”. A search for “YTD” will include all reports with this term in the title.

Filters

  • Click  to expand and display the available filters.
  • Click  to activate a filter.
  • Displayed records will match ALL active filters.

Tip: Click All at the top of the Search & Filter bar to clear all filters.

Special filters