Search Reports

You can search for specific records on a report via the Favorites tab and Reports tab in the Reporting application. You choose the set of records from which report data is drawn and then later reuse, modify, or choose a new set of records for an individual report via the Records Included list.

Before running a report, click on a specific report row in the Reports grid of either the Favorites tab or the Reports tab to display the Records Included list. You can choose either a saved standard or legacy search (if available), or the Search option to create a new search and select records that you want included on a report.

Reports that are based on a legacy search are non-editable and appear in the Reports grid with an asterisk. In addition, the Records Included list for this type of report is disabled.