How do I search for reports?
Description
Cause
Resolution
  1. Open 13-8 Search Reports.
  2. In the Search box, enter all or part of the report name or keywords for the report you want (this can be used for system, custom, or private reports).
  3. Click Show other search options, for additional search options.
    • Database fields to include in search: Click the Browse link to search for reports by a certain field or fields
    • Limit search to a specific program area:  Limits the search to a particular type of report (general ledger, payroll, accounts receivable, etc.)
    • Limit search to search to a specific data table:  Limits the search to reports that use a particular primary data table (employees, AR invoices, payroll records, etc.)
    • Search into calculated fields:  Some fields are run by calculating based on other fields; select this option to search those calculated fields for a particular field
    • Include report forms:  Expands the search to include report forms as well as reports
  4. Click Search to execute the search. Matching records will be displayed. You can highlight each result to see a preview of that report in the preview pane.
  5. In the search results, highlight the report you would like to run and click either Modify Report to edit the report (if the report can be modified) or Run Report to run that report.
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