Skip to main content

Search and Filter Reports

Find reports quickly using search, filtering by category/format/status, and sorting options. Organize reports by tags and custom metadata for easy discovery.

Audience

This guide is designed for general-user.

Steps​

Step 1: Navigate to Reports​

From the sidebar, click Reports. You can search and filter in both sections: Generated Documents (template-based) and Reports (manual reports).

Navigate to Reports

Step 2: Use search to find reports​

At the top of the reports list, type in the search box to find reports by title or content. Search is real-time - results update as you type. Search works across report titles and document names.

Use search to find reports

tip

Search is case-insensitive and matches partial words.

Step 3: Filter by category (manual reports only)​

In the Reports section, click the Category filter dropdown to show only reports of specific types: Progress, Risk, Quality, Status, etc. Select multiple categories to combine filters.

Filter by category (manual reports only)

tip

Reports can belong to only one category.

Step 4: Filter by format (manual reports only)​

Click the Format filter to show only Text or Table format reports. This helps if you're looking for specific report types (narrative vs. structured data).

Filter by format (manual reports only)

Step 5: Filter by status (generated documents only)​

In the Generated Documents section, click Status filter to show documents with specific statuses: Draft, Pending Validation, Valid, Current, Superseded, Archived, Invalid. Select multiple statuses to combine filters.

Filter by status (generated documents only)

Step 6: Filter by tags (manual reports only)​

Click the Tags filter and select tags created on reports. This is useful for custom organization - for example "Q4-Review" or "Client-Deliverable". Reports are tagged during creation.

Filter by tags (manual reports only)

tip

A report can have multiple tags, so filtering by tag shows all reports with that tag.

Step 7: Sort the list​

Click the Sort dropdown to change how reports are ordered. Options include: Title, Category, Format, Status, Updated Date, Version, or Creator. Choose ascending or descending order.

Sort the list

Step 8: Combine multiple filters​

Use multiple filters simultaneously to narrow results. For example: search for "risk" + filter by "Risk" category + filter by "Valid" status + sort by "Updated Date". Filters work together to refine results.

Combine multiple filters

tip

The number of results updates as filters are applied.

To reset all filters and see all reports again, click Clear All button or clear the search box. This shows the complete unfiltered list.

Clear filters and search

Video Tutorial​

Last updated: 2025-12-08