Searching for a Dashboard or Extract

When viewing Reporting, select the Search bar and type in the name of the Dashboard/Extract, optionally apply Filters, these vary depending on Document Type.

Searching for Dashboards

1. Select Dashboards from the Document Type drop-down list.
   The Filters refresh.

2. Optionally, select an Owner from the drop-down list.
   This is the designer of the Dashboard.

3. Optionally, select the Ownership drop-down and select from:

   • All Dashboards
   • Dashboards Owned by Organisation
   • Dashboards Shared to Organisation

4. Select Apply Filter.
   The results display.

Searching for Extracts

1. Select Extracts from the Document Type drop-down list.
   The Filters refresh.

2. Optionally, select an Owner from the drop-down list.
   This is the creator of the Extract.

3. Optionally, select the Organisation from the drop-down list or start typing the Organisation's name.
4. From the Ownership drop-down select from:
   All (default), Extracts Owned by Organisation, Extracts Shared to Organisation or Extracts with Viewing Permissions.
5. From the Distribution Status drop-down select from:
   All (default), Auto Distribution Off, Awaiting Download or Successful.
6. From the Version Status drop-down select from:
   All (default), Out of Date or Up to Date.
   
7. From the Extract Status drop-down select from All (default), Extract status not available, Extracts not up to date, Extracts up to date or Waiting for report regeneration for latest figures.
8. Select Apply Filter.
   The results display.

Using Filters

1. Select the appropriate Filters.
   For example, Extracts up to date.

2. Select Apply Filter.
   The results display.

3. If you are an Administrator, you can select Save Default to save the filters as a default for your Organisation.

4. To remove an active Filter select Clear Filter.