Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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Apply a template to complete a report schedule
Templates enable users to quickly complete a report schedule by automatically populating fields with the applicable information.
To apply a template to complete a report schedule, follow these steps:
- Open a report schedule.
- Click Apply Template. The Select Report Schedule Template wizard opens.
- Double-click the template that you want to apply to the selected report schedule. You are returned to the selected report schedule, and the fields are automatically filled in with the values set in the template.
- Complete the other fields, as needed.
- Click Save & Exit.
Note: Users authorized to use this template can also modify the template to meet their needs.
Related topics
My reports
My dashboards
Report schedule and distribution
Report administration
Related topics
Create a report
Create a dashboard
Create a report schedule
Related topics
