Search and Reporting for Administrators

Note: This section covers administrative options for search and reporting. For more detailed information about using the features, see Using Search and Reporting.

Reports are saved search criteria that you can run again at a later time. The Management Reporting feature enables you to create and manage custom reports in any application. Archer also offers out-of-the-box system reports for various features, such as application or access control reports.

There are two types of reports:

• Personal reports are only accessible by the person who created the report and the system administrator.
• Global reports are accessible to all users in an application or to selected users and user groups.

Use the Management Reporting feature to do the following:

• Create and manage custom reports in an application or questionnaire.
• View all system, global, and personal reports from the Reports Listing page.
• Define templates for exporting reports to external data files, such as Microsoft Word or Excel files.
• Define Mail Merge templates for exporting reports with mail merge fields to Microsoft Word documents.

Multi-lingual searches

Filtered searches that look for matches in selected fields can find and display matched content in any language in which users enter content. Keyword searches can be set up by an administrator to find content in only the design language of an Archer component, or in the design language and all other languages in which users enter content. To enable multi-lingual keyword searches, an administrator must adjust the setting for search index contents in the Archer Control Panel to include all languages.