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Run Searches from Report Filter Criteria

You can create and run new searches based on the filter criteria of existing reports. These searches can be used as quick substitutes for running new reports.

To run these searches:

  1. On the top navigation bar, click Reports
  2. From an expanded package on the Reports grid, click to select the report that you want to use as the basis for a new search.
  3. Do one of the following:
    • On the upper-right side of the widget, click Edit Selected as Search.
      The report’s filter criteria is displayed in the Search dialog box.
    • From the Inspector panel, do any of the following:
      • To immediately run a search based on the report’s filter criteria, click Search.
      • To populate the Search dialog box with the report’s filter criteria, click Edit Search.
      • To populate the advanced Search dialog box with the report’s filter criteria, click Advanced Edit Search.

For more information on running and managing searches, see Use Search.

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