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Navigating Reports

Welcome to the Report Management section of the SearchShare product. This guide provides a brief overview and instructions on how to navigate and utilise the features on this page.

Table of Contents​

Searching for Reports​

To quickly find a specific report:

  1. Use the Search input box at the top.
  2. Type in your keywords.
  3. The table will automatically update to show matching reports.

Filtering by Users and Tags​

  • Use the All Users dropdown to filter reports based on a specific user or group of users.
  • Use the Select tags dropdown to filter reports that have been tagged with specific keywords or categories.

Understanding the Report Table​

The table displays a list of reports with the following columns:

  • Report: Name of the report.

    • Tags associated with the report are shown below the name.

  • Primary entity: The main subject or entity associated with the report.

  • Owner: The user who created or is responsible for the report.

  • Last modified: The most recent date and time when the report was updated.

Archiving Reports​

  • To hide reports from the default view, you can archive them.
  • Check the Show archived box at the top to view archived reports.

Creating a New Report​

  1. Click on the + Create Report button located at the top right corner.
  2. Follow the prompts to input details and save the new report.

Pagination Controls​

  • Use the Prev and Next buttons at the bottom to navigate between pages of reports.
  • The current page number is displayed between these two buttons.