Search for a Report Attachment

Use the Report Attachments submodule to search for report attachments.

To use the Report Attachments submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a report attachment:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the attachment that you want to find.
  3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Report Attachments.
  4. On the grid toolbar, use the Search field to enter text related to the file that you want to find.
    WorkBook displays the results in the grid.