Search Options for Reports and Dashboards

The Reports and Dashboards pages include search options for individual columns, providing users with a powerful way to quickly filter and locate specific reports or dashboards. This is especially useful for navigating our extensive library of targeted, out-of-the-box reports and dashboards, and for efficiently managing and cleaning up older or outdated content.

Feature Details

• Availability
  This feature is available to all users and does not require special permissions.
• How It Works
  • Each column on the Reports and Dashboards pages includes a search box, located beneath the column header.
  • Users can type keywords into these boxes to filter content by the corresponding column (e.g., Report/Dashboard Name, Library, Created By, or Modified Date).
• Sorting
  • Columns also support sorting by clicking on the column header, allowing users to organize data in ascending or descending order.
• Streamlined Bulk Management
  The search and filter functionality allows users to easily identify and bulk manage reports or dashboards:
  • Filter by Created Date to find older reports and clean up outdated content.
  • Search by Created By to locate reports or dashboards created by a specific user.

How to Use the Search Options

1. Navigate to the Reports or Dashboards page.
2. Locate the column you wish to filter.
3. Enter your keyword or phrase into the search box beneath the column header.
4. The page will dynamically display only the rows that match your query.

Examples of Effective Use:

• Searching "GMROI" in the Report/Dashboard Name column displays all relevant KPI reports.
• Filtering by Created By helps managers review all reports created by a specific team member for quality or relevance.
• Sorting and filtering Created Date enables a quick review of reports created in a specific time range for bulk cleanup.

Example Screenshots:

• Reports Page:
• Dashboards Page:

Key Benefits

• Time-Saving: Quickly locate specific reports or dashboards without manual scrolling.
• Enhanced Organization: Easily filter content by criteria such as creation or modification dates.
• Improved User Experience: Navigate large datasets efficiently with both search and sort capabilities.