---
title: "Searching & Reporting Overview"
slug: "searching-amp-reporting-overview-1"
updated: 2026-09-15T20:44:59Z
published: 2026-09-23T13:05:55Z
canonical: "wiki.cobblestonesoftware.com/searching-amp-reporting-overview-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Searching & Reporting Overview

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Searching & Reporting Overview**

*06. End Users: Searching & Reporting › Find/Search Contracts › Searching & Reporting Overview*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Search and reporting in this redesigned application span several related areas rather than one screen. Everyday lookups run through **Quick Search** (the top-nav Search box, covered under Performing a **Quick Search**) and, for relevance-ranked full-text results, the **Search Engine** (covered under Searching with the **Search Engine**). Every results grid supports per-column filtering, sorting, and column customization (covered under Filtering & Sorting the **Quick Search** Results List and the Modifying Columns Displayed entries). Beyond search, the **Reports, Dashboards & Analytics** module (covered in an earlier wave of this guide) provides ad-hoc report building, scheduling, and export to formats including Excel, Word, and PDF — the modern counterpart to the legacy wiki's description of a drag-and-drop Custom Report Designer.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789504715624.png)Quick Search

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789504802736.png)Search

  

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789504873503.png)Navigation to Full Search

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789504916586.png)Full Search

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789504949564.png)Navigation to Full Text Search Engine

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789505028891.png)Full Text Search Engine

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789505060599.png)Saved/Recent Searches

# 2. Key Elements

- Everyday keyword lookups run through **Quick Search** from the top-nav Search box
- Relevance-ranked full-text search across records and attachments runs through the **Search Engine**
- Every results grid supports per-column filtering, sorting, and column customization
- Ad-hoc report building, scheduling, and export live in the separate **Reports, Dashboards & Analytics** module