How to Search for a Specific Report in CRM

Overview:

This article provides a guide on how to search for a specific report in CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Tools and select Reports.
By default, the Available Reports list view will be displayed. You can browse through the list to view existing reports.
Click the Name column header.
Select Filter by.
Select Contains from the drop-down menu, then enter the name (or part of the name) of the report you're searching for.
Click Apply. Results will show.
You can also use the Filter by keyword search bar at the top of the list view.
Enter the report name to quickly locate it within the list.