Setting up search queries and report definitions


FootPrints offers a powerful search engine with Quick Search options available on every Home page and an Advanced Search utility that allows you to create complex searches and save them.

Saved searches can be used as views in consoles and can be selected when you define reports. In fact, when you create searches that return exactly the data you want included in your reports and save them, creating the related report is much easier. You only need to select the applicable saved search to ensure that the right data is shown in the report.

Note

Make sure that the users who need to see the search results and report data are authorized to see the contents. For more information, see Setting-up-user-groups-and-configuring-user-access.

For detailed information, see:

Next step

Changing the look and feel of FootPrints

Related topics

Getting-started-quickly-for-administrators

Creating-containers-for-your-data

Configuring-record-definitions

Linking-to-records-and-data

Importing-data

Setting-up-synchronization

Automating-notifications-and-other-actions

Testing-your-configuration-settings

Managing-configuration-settings

 

 

 

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