Entering Keywords in Keywords Search Fields

You can use these procedures to search for a variable (such as an account ID) to include on a report using the Keywords field.

Many reports in this report set include prompts that allow you to enter a keyword, partial keywords, or groups of keywords to search for results such as accounts, organizations, or projects to include on the report. This section explains in general terms how to use this Keywords field to return the results you are looking for.

To search for a variable (such as an account ID) to include on a report using the Keywords field:

1. In the Keywords search field of the selected reports prompts page (for example, the Select one or more Accounts field on the Account List prompt page), enter the entire ID or name, or a portion of one or more IDs or names.
   In this example, we have entered 45 in the Keywords field.
2. Click the Options link to display search options.
   If you do not display options and run the search without specifying an option, the default option is Starts with any of these keywords. This means that the value or values entered in the Keywords field is interpreted as the beginning of the IDs or names that will be searched on.
3. Set search options by selecting one of the following:

   • Starts with any of these keywords

   • Starts with the first keyword and contains all of the remaining keywords

   • Contains any of these keywords

   • Contains all of these keywords

   In this example, we have selected Contains any of these keywords. Notice that in the list of results returned in the Results area, each listing contains the number 45 somewhere in the account ID or name.

   

4. If you would like to search on more than one complete or partial keyword, separate each individual entry with a space.
   In this example, we are searching for two complete Account IDs: 07045 and 70845. Each entry is typed into the Keywords field and separated by a space.

   

5. Select the Case insensitive option if you want the search program to ignore case when performing the search.
6. Click the Search button to retrieve the IDs or names you are searching for.
   Results display in the Results area.
7. Select the items to include from the list of returned items, and click Insert.
8. When you are finished setting all report prompts, click Run Report.