You can search projects for specific content view and generate reports for your shared projects. Generate reports based on project status, project team members, and project paths. You can also view the notes associated with a selected project. Reports can be sorted, searched, and saved as comma-separated value (.csv) files.
To create a project report:
Click Project Search from the Tasks list on the Getting Started page.
The Project Search window opens.
Click Clear Filters to clear the search filters and click Search to display the projects of which you are a team member. To narrow your search, use the following search filters. Click Search when you are done specifying search criteria.
Search filter |
Description |
Project Name |
Specify a character sequence to search for projects with names containing the target character sequence. The field is not case-sensitive. |
Project Path |
Select a project path to search for projects located in the target project path. Click the eraser |
Status |
Select a status state to search for projects in the selected status state. |
Team Members |
Select a team member to search for projects shared with the target team member. Click the eraser |
Tags |
Tags are informative words and phrases that you and your colleagues have associated with the projects in your organization to indicate the content. Specify one or more tags in the field. |
The projects that meet the search criteria are displayed in the search results table. The name, path, status, team members and tags associated with each project are displayed. Click a column heading to alphabetically sort the results by that column. Click a project name link to launch the project in the Publisher. To view the notes within a project, highlight a project row within the report and click Notes.
To view or save the Project Report as a comma-separated value .csv file, click Download CSV. Click Clear Filters to start another search or click Cancel to return to the Getting Started page.
See also: Viewing Notes
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