How to Utilize Advance Searches and Create Reports
Reporting Basics – Building Your Searches
In business, you need to know the status of production, etc., and often this comes in the form of a Report.
With GreenFolders Advanced Searching you can build Reports (Saved Searches) to get the results you need, up to the minute at the click of a button. Let’s get started!
Search Criteria
1. Click the Advanced Search button located in the upper left hand corner of GreenFolders. The first step in building a Report is to determine what results you are looking for, and where they are generally located. Initially, you’ll need to determine the following:
- Am I looking for Folders or Tasks?
- Do I need to search all Applications or just a specific Application?
- Do I need to search all Folder Types or just a specific Folder Type?
Search Settings
2. Decide if the results you need will have to match all parameters or any of the parameters you’ll be using to search.
Match Condition
3. Set the parameters to filter the results to be displayed. To add additional parameters click the “+” button.
Parameters
4. Click Save and select a name for this Report. It will then be displayed in the list of Saved Searches shown on the left hand side of Advanced Search. Placing a check in the box displays the search as a tab on Home.
Modifying Existing Reports
To modify an existing report, select it, make the change needed, and then click “Update”.
Modify Existing Reports
Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions. Related Articles
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