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 ReportClient, project, project manager, project stage
Project Role ReportClient, 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
Fred^
^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.