Costpoint Cloud Information Center

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Shortcuts and Report Views

If you are currently using Shortcuts in your on-premise deployment of CBI, read this section carefully before proceeding.

Shortcuts will not migrate to the cloud. They will break when your CBI report package is migrated to the cloud. Customers should follow one of the suggested options when migrating their CBI report packages to the cloud.

Option 1

Rebuild all shortcuts as report views in your on-premise environment prior to migrating CBI to the cloud. Report views survive the migration, ensuring your report portals work after CBI is migrated to the cloud.

Option 2

First, audit your on-premise CBI environment;. Identify and document all existing shortcuts. Next, move forward with your CBI migration. After CBI is migrated to the cloud, you should rebuild your shortcuts as report views.