Search for Reports

You can locate a specific report using search functionality.

1. Navigate to the Reports page.

2. Click Search in the left navigation pane.

   The search prompt appears.

3. Type the desired search keywords into the search box. Then, press enter.

   Results are populated on the page.

   By default, this functionality searches all folders.

Conduct an advanced search:

1. Click the arrow next to Search in the left navigation pane.

   The section expands.

2. Using the Search Type drop-down menu, select an option.

3. In the Location section, choose a location within the portfolio to search.

4. Select the check box next to each object type to search in the Object Type section.

5. Type the desired search keywords into the search box. Then, press enter.

   Results are populated on the page.