Search for a Member

You can perform a member search to quickly find data.

You can control the number of members that are returned in a search by specifying a value for the Member display count limit (in source tree) option (More icon More icon in the application bar, Options, Advanced tab).

Procedure

  1. Click the Insertable objects icon Insertable objects, click the Source tab source tab, select and then right-click a hierarchy hierarchy icon or level level icon and click Search.
  2. In the Keywords box, type the words or characters for which to search.
  3. Click the search parameter to use.
  4. To search all descendants instead of just the immediate children, select the Search all descendants check box.

    For example, when performing a search in a hierarchy, selecting this check box returns members found in all the levels of the hierarchy.

  5. Click Search.

Results

The search results appear in a hierarchical structure on the Search tab search tab. You can browse the hierarchy to explore members at lower levels.

Tip: You can insert members directly from the Search tab into a report. This can save you time, because you do not have to define a filter. For example, instead of inserting Product line from the Source tab and adding a filter for Camping Equipment, you can insert Camping Equipment from the Search tab.