Search and Filter

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.

Tip: 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.

Tip: 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