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Global Search

The Global Search feature allows you to quickly and efficiently locate key items within the platform. Whether you're looking for a specific project, report, account or project owner email, this feature helps you get there with minimal effort. You can find the Global Search bar at the top-right corner of the screen on any page within the platform.

Key Functions

Global Search is designed to save you time and keep your workflow seamless. Here’s what you can do:

  • Search by Category - You can search by selecting any of the five available filter options:
    • All
    • Project
    • Report
    • Account
    • Project Owner Email

Just click on the relevant option before typing your search query.

  • View Recent Items - Global Search also displays:
    • Your recently viewed projects, reports or accounts
    • Your recent search terms

This allows you to quickly jump back into your work without starting from scratch.

  • Search Navigation - Start typing the name of a project, report, account or project owner email. As you type, you’ll see suggestions appear. Simply click on the desired result to go directly to the corresponding page.
  • Step 1: Click the search bar at the top-right corner of the platform.
  • Step 2: A panel will open with options to search for projects, reports, accounts or project owner emails.
  • Step 3: Click on one of the tabs like Reports, Projects or Accounts.
  • Step 4:Type the name of what you’re looking for in the search bar.
  • Step 5: Matching results will appear below. Click on the right item to go directly to its page.