How to search for a documents report [v11]

Version: DashboardFox v11
Role: Agent and higher
Permission:  Agent and higher with view permission to the documents folder

A search box serves as a quick tool to locate the exact report you require, particularly beneficial for accounts with extensive library data.

Let us dive into the process:

Click on the Documents button located next to the home button.

On the left-hand side, just underneath your Account Settings. Here, you'll see a Search Box.

Use this Search Box to find specific reports within the documents. The results will bring back data within the Public, and Private subsections.

And there you have it! You now know how to operate a search box for the documents!