8.6 Searching for a Report

To search for a report definition:

1. Type a search string in the Search text field.

   The search facility allows you to pass in search strings for any of the following items:

   Filter Value	Description
   Name	Performs a contains search. The search is case insensitive, and it uses the locale of the user.
   Description	Performs a contains search. The search is case insensitive, and it uses the locale of the user.
   Tags	Performs an exact string search. The search is case insensitive. You need to pass in a single tag only.
   Run By	Performs a search on the first name and last name of the creator of the schedule. The creator is the logged-in user who creates a schedule or clicks Run Now. If the user cblack creates a schedule, and then mmackenzie logs in and modifies the schedule, the Run By user is still the original creator, cblack. If mmackenzie moves the item by clicking Move This, thereby creating a new schedule, mmackenzie is the creator for the report generated by that one-off schedule.

   You can enter one or more words in the Search field, with or without quotes:

   • If you enter multiple words without quotes, the search results include reports that contain all of the words anywhere in the Name or Description, or that have all of the words as tags (that match exactly).

     For example, suppose you enter the following:

     chris black

     In this case, the following report definitions are in the results:

     • Reports with a Name containing the words chris and black anywhere in the string

     • Reports with a Description containing the words chris and black anywhere in the string

     • Reports with Tags having chris and black as exact tags

     • Reports with Run By having a first name or last name of chris and last name or first name of black.

   • If you enter multiple words surrounded by double quotes, the search results include reports that include the entire phrase anywhere in the Name or Description, or that have a tag that matches the entire phrase.

     For example, suppose you enter the following:

     "margo mackenzie"

     In this case, the following report definitions are in the results:

     • Reports with Name containing the phrase margo mackenzie.

     • Reports with Description containing the phrase margo mackenzie.

     • Reports with a Tag that exactly matches margo mackenzie.

     • Reports with Run By having margo mackenzie as the first name and last name or last name and first name.

2. Click Search.