Who is this article for?

Users who want to learn about searching and reporting on multi-application data

Reporting authorities, roles, and record access controls restrict data visibility.

The search feature defaults to searching all data. Narrow the search feature by selecting advance on a filter and checking the box next to one or more data types or applications. Selecting multiple applications will open the search screen (or refresh the results list).

Limitations of multi-application searches
When using a reference field, workflow step, or workflow task as a filter, the list of available options will be restricted to the values that exist in the resulting data set. For example, "Maintenance" will not be visible in the “Organization” filter list if “Maintenance” it is not used in any of the results of the search. This differs from a search against a single application where all available values are shown.

Notifications from List, Table, Trend, and Chart reports can only include spreadsheet attachments, not PDF.