Filtering data with search and select

You can filter the data in reports in different ways, depending on the report. Use search and select filters to perform a search and then choose which results to use for the report.

About this task

Use filters for the following types of data:

  • Owners
  • Users
  • Vendors
  • Projects

    You can search by project name or project code.

Procedure

  1. Type keywords to search and, optionally, select one of the following search options:
    • Starts with any of these keywords (default)
    • Starts with the first keyword, and contains all of the remaining keywords
    • Contains any of these keywords
    • Contains all of these keywords

    For example, if you are searching for project code PRO1001, you can type PRO or 1001. Then, select Contains any of these keywords.

  2. Click Search.

    The system returns data that matches the search criteria.

  3. Use Insert, Remove, Select all, and Deselect all to create a list of items for your report. Move the items that you want to appear in your report into the Choices list box, as shown in the following example:

    A keyword, a list of Results, and a list of selected Choices image

    The report contains data for the owners, users, vendors, or projects that appear in the Choices list box.