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Select reports from the searchable list

Use a searchable dropdown to find and select one or more reports, optionally filtered by category or tags, for use elsewhere in the application.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the report selection dropdown

Click anywhere in the report selection field to open the dropdown list of available reports. If the control is disabled, you will not be able to open it.

Open the report selection dropdown

Step 2: Search for a report

Start typing a report name, category, or tag into the search box to filter the list. The dropdown updates instantly to show only matching reports.

Search for a report

Step 3: Review filtered report options

Browse the filtered list of reports, which is sorted alphabetically. If category labels are shown, use them to confirm you are choosing the correct type of report.

Review filtered report options

Step 4: Add a report to your selection

Click a report in the dropdown to add it to your selection. Selected reports appear as separate items in the field and are removed from the available list.

Add a report to your selection

Step 5: Remove a selected report

To deselect a report, click the X icon on its selected item. The report is removed from your selection and becomes available again in the dropdown list.

Remove a selected report

Step 6: Close the dropdown

Click outside the report selection area or press the appropriate key (such as Escape) to close the dropdown while keeping your current selections.

Close the dropdown


Last updated: 2026-01-10