How do I search in projector reports?
The search rules on the Parameters tab of a report is different than that on the Filters tab.
Searching from the parameters tab
Within the Parameters tab of many Projector reports you may enter search string information to fine tune the returned report data. White space is trimmed from the tokens unless they are enclosed in double quotes. The following special search characters are supported.
Character | Description | Search Phrase Example | Results |
|---|---|---|---|
space | AND | Fred Smith | Match if a field contains both words in any order. Acts like AND. This search phrase is true for both Fred Smith and Smith Fred. |
pipe | OR | Fred | Smith | Match if a field contains either word. Acts like OR. This search phrase is true for Fred or Smith. |
spaces and pipe | AND/OR | Fred Smith | Mary Jones | Match if a field contains both Fred and Smith in any order or if the field contains both Mary and Jones in any order. |
underscore | Single Wildcard | Fred_Smith | A single wild character. This would match for Fred Smith, but also matches FredQSmith. |
percent | Multiple Wildcard | Fred%Smith | Multiple wild characters. This would match for FredSmith, Fred Smith, FredQSmith and Fred Jonathan Smith. |
What fields are searched?
The following reports allow searches, beneath each report are the data types that will be searched.
Report | Fields Searched |
|---|---|
Baseline Variance Report | Client, engagement and project |
Engagement Report | Client, project, project manager, project stage, resource, department and title |
Ginsu Report | Client, engagement, engagment manager, project, project manager, project stage, resource, department and title |
| Project Portfolio Report | Client, project, project manager, project stage |
| Project Role Report | Client, engagement, project, project manager, project stage |
Task Analysis Report | Client, engagement and project |
Utilization Report | Resource, department and title |
Resource Schedule Grid Report | Resource, department and title |
Invoice Report | Client, engagement and project |
Time Card Report | Resource, client, engagement and project |
Cost Card Report | Resource, client, engagement, project, expense report and vendor invoice |
Issue Report | Issue description and issue resolution |
Searching from the Filters Tab
Filters support special characters to refine your results. White space is trimmed from the tokens unless they are enclosed in double quotes.
Character | Search Phrase Example | Results |
|---|---|---|
space | Fred Smith | Match if a field contains both words in any order. Acts like AND. This search phrase is true for both Fred Smith and Smith Fred. |
pipe | Fred | Smith | Match if a field contains either word. Acts like OR. This search phrase is true for Fred or Smith. |
spaces and pipe | Fred Smith | Mary Jones | Match if a field contains both Fred and Smith in any order or if the field contains both Mary and Jones in any order. |
double quotes | "Fred Smith" | Search for the exact enclosed phrase. This search phrase is true for Fred Smith, but not for Smith Fred. Everything inside double quotes is taken literally. So "|" would search for a pipe. There is no way to search for double quotes. |
underscore | Fred_Smith | A single wild character. This would match for Fred Smith, but also matches FredQSmith. |
percent | Fred%Smith | Multiple wild characters. This would match for FredSmith, Fred Smith, FredQSmith and Fred Jonathan Smith. |
circumflex (shift-6) | ^Fred | Match the beginning or end of a string. Just searching for fred would also match Alfred. In the first example Alfred matches. In the second example, both Fred and Alfred match. In the third example, only exactly Fred matches. |
blank line |
| Null or empty fields will be returned. Useful if you wanted to find a field that is not filled in. |