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How to use OR logic in Blitz Report Search

Avatar photoCustomer January 14, 2024 at 2:09 am

I need a report that mentions ‘budget’ OR ‘actual’ data. If I enter ‘budget actual’, will it find reports matching either word?

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    • Support January 15, 2024 at 2:21 pm  

      When entering multiple keywords, the search matches all keywords by default. If you want reports matching ‘budget’ OR ‘actual’, you must explicitly combine them with the keyword ‘or’. This search functionality works across the report name, description, parameters, and underlying SQL.

    • Avatar photoCustomer January 17, 2024 at 11:27 am  

      Is the search case-sensitive, and what if I need a complex search, like (‘AP’ OR ‘AR’) AND ‘Invoice’?

    • Support January 18, 2024 at 12:52 am  

      The full text search is not case sensitive. For complex logic, you can use brackets to group sub-expressions. For example, you could type `(AP or AR) and Invoice` to refine your results.

    • Avatar photoCustomer January 19, 2024 at 2:23 am  

      Where exactly does this search look besides the report name and description?

    • Support January 21, 2024 at 1:47 am  

      It executes a full text search across the report name and description, parameters, SQL definition, and template name and description.

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