Searching in explorers

RightNow contains powerful functionality to help you find information. From any of the Analytics explorers, you can search for files specific to the explorer you are working in (for instance, you can search for reports from the Reports explorer, text fields from the Text Fields explorer, and so on). RightNow also contains a Quick Search feature that enables you to search for a specific file or record no matter where you are in the product. In order to use Quick Search, your navigation set must contain Quick Search reports.

This section contains the procedure to search for reports from the Reports explorer. How­ever, the basic procedure is the same for all RightNow explorers—only the columns available for searching change between explorers.

To search for a report:

1	Double-click Reports Explorer on the navigation pane.

2	Click the Find button on the ribbon. The left side of the content pane displays a find menu, hiding the folders tree.

3	Enter the following field information.

Field	Description
Find Using	Click this drop down menu to select a column in the reports list to search on. For example, you can search by report names, dates cre­ated, or report ID numbers. Each column is associated with one of three data types which determine the available search options: • Strings—Search for strings that start with, contain, end with, or match the value you enter in the text box. • Dates—Search for dates before, on, or after today’s date. You can also click the calendar to display the current month’s calendar and select another day, or click the arrows at the top of the calendar to change months. • Integers—Search for values that are less than, equal to, or greater than a number.
Search text box	Type your search text in this field.
Case Sensitive	When searching a string column, select this check box if you want to match the case.
Show Advanced Options	Click Show Advanced Options to display additional search options. Note: Advanced search options apply only after you have con­ducted a search.
Search globally, replace results	Select this radio button to remove the results from the previous search and replace them with results from this search.
Search globally, append to results	Select this radio button to keep results from the previous search and add results to them from this search.
Search within results, replace results	Select this radio button to search the current search results and keep only those results that match the new search.
Return Non-matching Items	Select this check box to return all reports that do not match your search criteria.

4	Click the Find button. The search results replace the initial list of reports.

5	To remove the search results, click the Clear button.

6	To replace the search results with the original reports list, click the Refresh button on the ribbon.

7	To remove the Find menu and display the folders list, click the Folders button on the rib­bon.

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