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.
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Match Condition
3. Set the parameters to filter the results to be displayed. To add additional parameters click the “+” button.
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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”.
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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.