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.
- 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.
- 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.