rwokanov
Occasional Observer

Add columns to a custom report?

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Hi All,

   Is there a way to add columns to a custom report or even a standard search?   For instance, I'd like to search for all assets in the Status of Stage.  But I'd like that to be in or below a certain folder.   I could nto find how to limit the search to that folder and below so I would settle for being able to add the path to the report.  Is that do-able?

 

  Thanks,

1 Solution

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MennaKearns
Crownpeak (Retired)

Re: Add columns to a custom report?

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Hi Rob,

In that case you'll want to use Advanced Search, which you can find right next to the Filter icon - it is just an icon with 3 gray dots to the right of the search field. If you hover you will see "Advanced Search" text.  

First navigate to the folder you want to use, for example I used "DI". Click on the icon for Advanced Search, and the window will expand. You will see by default the folders in your view are the sub-folders of "DI".  Then, select the other search parameters you want. In this case, looking for stage assets, and run your query.

You will get a list of results, which you can save. 

Please see attached screen shot.

4 Replies
MennaKearns
Crownpeak (Retired)

Re: Add columns to a custom report?

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Hi Rob,

You can use the Filter setting on CMS Search. For example, if I am looking for stage assets in the CSS folder, I can click on the filter icon.

From there, I can select if I want to search only in that folder or all folders, and I can filter by workflow - in this case, stage.

Also, when you've finished your custom search, you may want to remove that filter you set.

Please see attached screen shots.

rwokanov
Occasional Observer

Re: Add columns to a custom report?

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Hi Menna,

   Is there a way to search from a ceratin folder and below?   So if I have 3 folders at the root and then each contains a couple.  I only want to look in Folder 1 and lower, excluding the other 2 folders at the root.  Does that make sense?

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MennaKearns
Crownpeak (Retired)

Re: Add columns to a custom report?

Jump to solution

Hi Rob,

In that case you'll want to use Advanced Search, which you can find right next to the Filter icon - it is just an icon with 3 gray dots to the right of the search field. If you hover you will see "Advanced Search" text.  

First navigate to the folder you want to use, for example I used "DI". Click on the icon for Advanced Search, and the window will expand. You will see by default the folders in your view are the sub-folders of "DI".  Then, select the other search parameters you want. In this case, looking for stage assets, and run your query.

You will get a list of results, which you can save. 

Please see attached screen shot.

Highlighted
rwokanov
Occasional Observer

Re: Add columns to a custom report?

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Great... Thanks!

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