Organizing and finding templates, style sheets, reports, or documents

Tag a template, style sheet, report, or document to make it easier to find. Tags make it easy to group items or search for them.

Procedure

  1. You can page through the list if you have a long list of items, or sort the list by the column heading, for example name or status.
  2. To find an item listed in the current page, enter text in the Find In Page field. The search looks for matches against titles, descriptions, or tags.
  3. To search all of the items on all of the pages, click Advanced Search. You can search by name, tag, or pick a date range. On the View page, you can also search by status, whether the documents are shared or private, or search for promoted documents.
  4. To tag a single item, in the Tags column click Add Tags Add tags and enter a tag.
  5. To tag multiple items with the same tag, select the check boxes for the items that you want to tag and click the Tag Selected iconTag selected. Enter a tag and click Save Tags.
  6. To group items by tags, click Group by and then click Group By Tags. Items having the same tags are listed in a section for that tag. Expand the tag to see the items with that tag. To see the list ungrouped, click Group by and then click Ungrouped..
    Grouped collection of templates
    Note: Grouping items by tags has some affects on search:
    • When items are grouped, pagination is disabled.
    • Advanced Search results are not shown in groups.
    • If you search using Find In Page, only the rows of data are searched and the tags are not included in the search results.
  7. To group documents by name (only available on the View page), click Group by and then click Group By Name. Items with the same name are listed in a section for that name, which you can expand. For example, if you generate documents from the same report several times, you might have many documents with the same name. To see the list ungrouped, click Group by and then click Ungrouped.
    Grouped collection of templates
  8. To delete a single item, in the Actions column click the Delete icon Delete.
  9. To delete multiple items, select the check boxes for the items that you want to delete and click the Delete Selected iconDelete.
    Multiple items selected
    Note:
    • Unless you are an administrator, you can only delete the documents that you created, and not, for example, documents shared by others.
    • You can delete any report, template, or style sheet if you are a report designer or administrator, even if you did not create them.

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