Searching the repository
Once you have set up your organization's folder within the repository, you can easily search for your information for quick access. To search the repository, select View > Search Results. The Repository Search Results page displays search results, as well as lists of reports and ad hoc views.
The results page features:
- Search controls: Find resources by searching for text in their names or descriptions.
- Filters for refining results: Provides a quick way to find resources based on other criteria, such as type or access time.
- Search expression and sorting: Interactive status bar that shows search criteria, filters, and sorting criteria.
- List of resources: Resources in the repository that meet the search criteria. Click or right-click a resource in the list to view it or see available actions.
The Repository Search Results page allows you to refine or enlarge your set of results. Analytics remembers your settings so that your most commonly needed resources remain visible when you return to the page.
Searching by name
Use the search field at the top of any Analytics page to begin a search. Search terms are not case-sensitive. When you click the search icon, Analytics opens the repository page with the search term and displays the results. Analytics matches the search term, even word fragments, anywhere it appears in the display name or description string of the results. Analytics does not match folder names or display folders in the results. If you enter multiple words, Analytics searches for resources that match all words, but not necessarily in order. Do not enter quotes around terms or any symbols between terms. If you enter a search term and click Search on the Repository page, the search uses the current settings on the page. If you enter a search term and click the search icon at the top of any other page, the search uses the following default settings:
- Include subfolders
- Start at the top-most visible folder
- Sort alphabetically by name
Refining with filters
The filters below the folder tree let you refine your search using several other resource attributes. For example, these filters can help you find your most recently viewed reports. You can set each filter independently of the others.
User filter
| Filter Setting | Description |
|---|---|
| All available (default) | Does not take into account the user's access to the resource. |
| Modified by me | Selects only resources that have been last modified by the currently logged in user. |
| Viewed by me | Selects only resources that have been run and viewed by the currently logged in user. This filter applies not only to visualization types, but also to resources that are included in reports (such as images). |
Resource type filter
| Filter Setting | Description |
|---|---|
| All types (default) | Does not take into account the resource type; as a result, every type is displayed. |
| Reports | Displays only reports. |
| Report outputs | Displays only the output from reports that were scheduled or run in the background. Report output can be any of the supported export types (such as HTML or PDF). |
| Ad Hoc views | Displays only the output from reports that were created using an ad hoc view into an available data source type (Topics, Domains, or OLAP Connections). |
| Dashboards | Displays only dashboards. |
| OLAP views | Displays only OLAP views. |
| Domains | Displays only domains. |
| Data sources | Displays only data sources. |
| Deprecated Reports | Displays only deprecated reports. |
Access time filter
All times are relative to your effective time zone:
| Filter Setting | Description |
|---|---|
| Any time (default) | Does not take into account the last modification time of a resource. |
| Today | Resources viewed or modified since the previous midnight. |
| Yesterday | Resources viewed or modified during the previous day ending at midnight. |
| Past week | Resources viewed or modified during the past 7 days, including today. |
| Past month | Resources viewed or modified during the past 30 days, including today. |
Scheduled report filter
| Filter Setting | Description |
|---|---|
| Any schedule (default) | Does not take into account the existence of scheduled jobs. |
| Scheduled | Only reports that have scheduled jobs. |
| Scheduled by me | Only reports that have jobs scheduled by the currently logged in user. |
| Not scheduled | Only reports that do not have scheduled jobs, and all other resource types. |
Changing the search expression
Above the list of resources, the search expression shows you all of the criteria that contribute to the search. It contains the following elements, always in this order from left to right:
- The search term, if any, or the word All
- Any and all filter settings
The search expression provides a quick visual summary of the search criteria for the list of results that appear right below it. The search expression is also interactive, allowing you to easily remove some of the filters. It supports the following actions:
- If there is more than one filter, clicking any of them removes all those to its right.
- You can click the search term or the word All to remove any folders to the right.
After any of these actions, the search controls displayed on the left are refreshed, and the results are updated.
To the right of the search expression. the sort criteria lets you change the order of the results. Analytics supports the following sorting:
- Click Name to sort alphabetically from A-Z. This is the default sort order.
- Click Modified Date to sort by the latest modified time and date (most recent at top).
Interacting with the list of resources
- Multiple Types Condensed: When there are more than two types of resources listed, the number of resources of each type is limited to a certain number, by default 5. When there are more resources of that type, there is a link to see all of that type. You can quickly scroll through the condensed results and find the type of resource you want. Click See all to display the results of that type.
- Single Type Expanded: When there is a single type of resource in the results, either by circumstance, by clicking See all, or because a single-type filter is selected, all resources are listed, with a scroll bar if necessary. If the list of results is still too long, enter or refine the search term, or select additional filters. Note: When you click See all for a type that has a single-type filter, for example Domains, that filter is automatically applied. The filter display and the search expression refresh to reflect this. Use the search expression to remove the filter if necessary. When no filter exists for that type, for example input controls, the filter display and search expression are not updated. Use the type filter list of options to change the types displayed.
Once the resource or resources you want are displayed, you can interact with them in several ways:
- Click the name of a report or dashboard to run and view it.
- Right-click the name of a resource to access other operations on the context menu, for example Open in Designer. Items appear on the context menu according to your permissions.
- Select the resource name or click anywhere in the row to select it. (Control-click anywhere in the rows to select multiple resources.) You can drag-and-drop selected items to move them or press Control while you drag-and-drop items to copy them.
Two icons may appear between a report name and its selection box:
- The plus sign character (+) indicates that the report has saved options for is input controls. Click + to list the saved options below the report.
- The clock icon indicates that the report has been scheduled to run or that it currently is running in the background. Click this icon to view the list of jobs scheduled for the report.