Strategy ONE

Search for Content

With Search, you can quickly find exactly what you need.

  • Web
  • Mobile

Global Search

  1. Click Search .

    Quick Search includes recently-searched terms and recently viewed content. Use the recent items to save time. You can clear these items at any time by clicking Clear.

  2. Enter your search terms.

    The search results display dashboard, chapter, page, visualization, attribute, metric, report, and bot names that contain the specific search terms. For example, search terms may include "Account" or "Region." Region may match a title of a visualization in the dashboard page or an attribute used in the dashboard.

  3. The Quick Search displays the top results; if one of them meets your needs, click it to open it. To view the main Search page, click View All Results.

    You can also press the Enter key after your search to jump to the main Search page.

  4. In the Search page, view matched content under In My Library or All. The All section contains search results from outside of the current library. This is referred to as "Global Search".

    • By default, the items within your library are displayed.

    • Beginning in Strategy One (July 2025), the default is to display all the items so you have immediate access to more items.

    You can add content to your library from the All section. If you do not have access to the content, you cannot view it within the All section.

  5. Click the result to view the content.

    You can click the matched chapter or page to jump to a specific place in the dashboard. Clicking the visualization, attribute, or metric opens a dashboard page.

Sorting Search Results

You can sort search results, either ascending or descending, by:

  • Relevance
  • Name
  • Date Added (My Library only)
  • Date Updated
  • Date Viewed (My Library only)

Global Search

  1. Tap .

    Quick Search includes recently searched terms and recently viewed content. Use the recent items to save time. You can clear these items at any time by tapping on Clear.

  2. Enter your search terms.

    The search results display dashboard, chapter, page, visualization, attribute, metric, report, and bot names that contain the specific search terms. For example, search terms may include "Account" or "Region." Region may match a title of a visualization in the dashboard page or an attribute used in the dashboard.

  3. View the top results easily using Quick Search (Library Home) or tap Search to go to the main Search page.

    The Quick Search displays the top results; if one of them meets your needs, tap it to open it. To view the main Search page, tap Search.

    You can also tap Enter after your search to jump to the main Search page.

  4. In the Search page, view matched content under In My Library or All. The All section contains search results from outside of the current library. This is referred to as "Global Search".

    • By default, the items within your library are displayed.

    • Beginning in Strategy One (July 2025), the default is to display all the items so you have immediate access to more items.

    You can add content to your library from the All section. If you do not have access to the content, you cannot view it within the All section.

  5. Tap on the result to view the content.

    You can click on the matched chapter or page to jump to a specific place in the dashboard. Clicking the visualization, attribute, or metric opens a dashboard page.

Sorting Search Results

You can sort search results, either ascending or descending, by:

  • Relevance
  • Name
  • Date Added (My Library only)
  • Date Updated
  • Date Viewed (My Library only)