Omnisearch Report

This report provides a list of Omnisearch results for selected object and rule types.

To create and schedule this report, complete the following steps.

  1. On the toolbar, click System > Reports.
  2. Click Create > Omnisearch Report.

  3. Complete the General section.

    1. The Name and Description fields are prepopulated but can be changed.
    1. Select a Search Value to associate to the report.
  4. By default, all Options are selected to be included in the report. Each selected option will search and return results for the data in the Search Value field. To exclude, clear a toggle key (blue is included, gray is excluded).
  5. Complete the Scheduling Properties section.
    1. Select a Recurrence from the list, and then select the Enable check box.
    2. Enter a Description (or purpose) for the schedule.
    3. Depending on the Recurrence type selected, additional required field boxes will appear.

    Repeat Interval is used to determine how often the report should run during the set Start/End Time. For example, a report set to run daily for a 30-day period with a repeat interval of 2 will run every two days during the set period.

    1. Set a Start Time and End Time. Click the calendar icon to set a day, and the clock icon to set a time.
  1. Complete the Email Notification Settings section.
    1. Select the Users to include. Enter the first few letters of the user's name to search the All Users list.
    2. Enter other recipients in the Additional Email Addresses field. Use a semicolon to separate multiple email addresses.
    3. Select a Report Format output of PDF or CSV.
    4. Optional. Click the Use .ZIP file for email attachment toggle key to enable this feature.
    5. Optional. Click the Sign and encrypt email toggle key to enable this feature.

    Email encryption must be setup to utilize the sign and encrypt email feature.

  2. Click Save.