Searching for a Report

From any screen within ThreeSixty Web Client, you can search for a report by selecting Reporting from the global search drop-down at the top of the screen, as shown below.

In the search bar, enter the criteria you would like to search for and select from search suggestions, as shown below.

Once you have entered your search criteria, click the magnifying glass icon to perform the search. From the search results, you can view the Report Description, Report ID, and Report Category, as shown below.

For a description of what the report entails, click the down arrow on the right of the report in the grid to view the Report Helper Text., as shown below.

Also from the search results, you can edit report parameters and run a report, view a report preview if available, and add a report to your favorites.