Create a project report for text searches

If you are an administrator or have permissions, you can create a report identifying the number of times the search text appears in each project component you select. Creating a report allows you to know where the keywords exist without opening or changing each component. For more details on how a text-only search works, read Finding project text to replace or report on.

Searching for text and creating a report does not update or change any of the components you're searching in.

A content owner or administrator can set permissions to deny access to components or folders. If your permissions to content has been blocked and you are not an administrator, you cannot use the Find and Replace option in the Selected Components pane.

Use supported components

  • If you choose a component that's locked ( by you, by another user, by the system) Inspire skips it and adds a warning to your notification.
  • If you choose a binary component, Inspire skips it and adds a warning to your notification.

If you want to use other find and replace options, follow the steps in:

To create a project report for text searches:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, all projects in your organization are listed. To find a specific project, you can:
    • Filter the list of available projects by words in the project name. In the Search text box, enter a keyword, and then click the magnifying glass search_button.
    • Filter the list of available projects to include only those you own or are participating in. In Type, select an option to filter the list by that criteria.
    • To include completed projects in the list, select Include Completed and then click the magnifying glass search_button.
  3. To open a project, select the project and double-click it.
    You can also open a project by:
    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  4. In the Content pane, navigate to the folder where you've saved the project components you want to search in.
  5. To select components, do one of the following:
    • Select the checkbox before the name of the components you want to search in.
    • Select all components in a folder by selecting the checkbox at the folder level.

  6. On the Selected Components panel, click More menu options, and then click Find/Replace components.
  7. On the Find/Replace components screen, in Find, enter part or all of the text you are searching for.
    You can also select text used in a previous search.
  8. Don't enter anything in Replace.
  9. In Scope, select Text.
  10. Optionally, you can select the option to make your search Case Sensitive.
  11. Select Report.
    Results:
    • You see a notification that a Find and Replace process has started.

    • After the process is complete, you see another notification.

    • The report tells you the number of times your search string appears in each component you selected.

      Searching for text and creating a report does not update or change any of the components you're searching in.