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Customer · · Questions & Answers · 5 replies
I need a report that mentions ‘budget’ OR ‘actual’ data. If I enter ‘budget actual’, will it find reports matching either word?
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.
Is the search case-sensitive, and what if I need a complex search, like (‘AP’ OR ‘AR’) AND ‘Invoice’?
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.
Where exactly does this search look besides the report name and description?
It executes a full text search across the report name and description, parameters, SQL definition, and template name and description.
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