The search results report can be run from any section of HowNow and shows the current search results.

To run the report, select the documents, records, jobs, tasks or contacts required and then:

Select Search Results from the tab ribbon. The Reports dialog appears and will vary depending on which section of HowNow you are using.

Knowledge Search Results

  1. The Comma Delimited Format option can be used to create a special version of the report that can be saved as a .CSV file suitable for importing into Microsoft Excel.

  2. Unselect the Headings checkbox if you do not wish report headings to appear. This is useful if you intend exporting the report to Excel or a text file.

  3. Unselect the Descriptions checkbox if you do not wish to see item descriptions.

  4. Select Procedural Area to include procedural area details, Document Types to include document type details and Other Details to include edition and status details.

    OR

  5. Select Review Details to include owner, author and approval status details.

  6. Select the Notes checkbox to include the entries from the Notes tab in each Item’s Profile.

  7. If Headings was selected in step 2, enter an optional title for the report. If no title is entered, the default title is Documents Search Results.

Records Search Results

  1. Unselect the Headings checkbox if you do not wish report headings to appear. This is useful if you intend exporting the report to Excel or a text file.

  2. Enter an optional title for the report. If no title is entered, the default title is Records Search Results.

  3. Choose the remaining fields as required.

Contacts Search Results

  1. Unselect the Headings checkbox if you do not wish report headings to appear. This is useful if you intend exporting the report to Excel or a text file.

  2. Choose the fields required. The order of the fields can be changed by using drag and drop.
     

Jobs Search Results

  1. Unselect the Headings checkbox if you do not wish report headings to appear. This is useful if you intend exporting the report to Excel or a text file.

  2. Choose the fields required. The order of the fields can be changed by using drag and drop.

Tasks Search Results

  1. Unselect the Headings checkbox if you do not wish report headings to appear. This is useful if you intend exporting the report to Excel or a text file.

  2. Choose the fields required. The order of the fields can be changed by using drag and drop.

Finally, click Screen to display the report before printing it. (Then click the Print icon on the Search Results dialog.) Click Printer to print the report without first displaying it on the screen.

Note: to save a report to a file, first display the report, then click the Save Report button. Enter a file name (including extension) in the file name field and then select the type of file from the Save as Type drop-down list. Click Save to save the report.


Other reports are available from the Backstage View - see Reports to access these (provided you have sufficient privileges).