Search and Filter
Search and filter in report and budget templates.
Search
- Enter text in the Search field to start searching for reports (and packages).
- The search includes all reports that match the active filters.
Filters bar
Use the Filter bar in the Archive, Budgeting, and Reporting screens to locate reports.
Click Filters to hide and show the Filters bar.
Filters
- Click
to expand and display the available filters. - Click to activate a filter.
- Displayed records will match ALL active filters.
Click Clear filters at the top of the Filters bar to clear all filters.
Special filters
- Playlists (Archive): See Work with playlists.
- Categories (Reporting): See Manage categories.
- Categories (Budgeting): See Manage categories in Budgeting
Last modified May 9, 2025