Search for a Report Attachment

Use Report Attachments in the Folders, Reports, & Documents submodule in the Settings module to search for report attachments.

To use Report Attachments, you must have access to Settings as defined in User Access Rights under Settings.

To search for a report attachment:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the attachment for which you are looking.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Attachments.
4. On the grid toolbar, use the Search field to enter text that is associated with the record for which you are looking.
   WorkBook displays the results in the grid.