Create a Search Report from the Find Dialog

Create a search report based on search criteria you've entered in the Find Dialog.

Create a Search Report From Find Dialog

1. Click Find. The find dialog box is displayed.
2. Click the Basic tab or the Advanced tab depending on the type of criteria for which you want to search.
3. Specify the search criteria for this report.
4. Click Report. The Select Report Template dialog box is displayed.
5. Enter the path of a template that you would like to use or click the Browse button to navigate to the desired template. The last selected report template is displayed by default.
   Note: Report templates may be stored in a local folder or in a vault. However, they must be selected from a local folder when a Report is run on a search result or a Saved Search Folder.
6. Click OK to generate a report. If none of the search criteria is set to ask me later, the report is created and displayed automatically.
7. If any of the criteria has a value set to ask me later, the Specify Search Values dialog box is displayed. Specify the search values for the listed properties, and then click OK. The Select Report Template is displayed.
8. Click OK to generate and view the report. The report automatically displays in Microsoft ReportViewer.
9. In Microsoft ReportViewer, click Page Setup to configure printing preferences and to print the report.
10. To export the report, click the Save As command and select whether to export the report as an Excel file or a PDF file.