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Global Search

The global search dialog lets you find dashboards, widgets, datasets, integrations, and users from anywhere in the app. Press Ctrl+K (Windows/Linux) or ⌘+K (Mac) to open it, or click the Search… field in the header.

Section titled “Opening search”

Keyboard shortcut

Section titled “Keyboard shortcut”
  • Windows/Linux: Press Ctrl+K
  • Mac: Press ⌘+K

Header search field

Section titled “Header search field”

Click the Search… input field in the top navigation bar. The shortcut hint displays your platform’s hotkey (Ctrl+K or ⌘+K) on the right side of the field.

Section titled “What you can search”

Search covers these resource types:

Category Description Results limit
Dashboards Dashboard names and descriptions 50
Widgets Widget titles and descriptions, plus the dashboard name 50
Modified Datasets Filtered or aggregated datasets you’ve created 50
Datasets Tables synced from integrations or databases 50
Integrations Connected data sources (ConnectWise, QuickBooks, etc.) 50
Users Team member names and emails 50
Clients Reseller client names 50

Searching

Section titled “Searching”
  1. Open the search dialog
  2. Type at least 3 characters to start searching
  3. Results appear grouped by category
  4. Click a result, or use Arrow keys to highlight and Enter to open
  5. Press Escape or click outside the dialog to close

Category filtering

Section titled “Category filtering”

Filter results by clicking category chips at the top of the dialog:

  • All categories: Leave all chips unselected to search everything
  • Specific categories: Click chips to toggle them on. Only selected categories appear in results.

Selected chips show with a highlighted background. Click again to deselect.

Result grouping

Section titled “Result grouping”

Results display in sections by category. Each section header shows:

  • Category name (e.g., “Dashboards”)
  • Result count for that category

Results within each category are sorted alphabetically by name.

Section titled “Navigating results”

You can navigate results using either your mouse or keyboard.

Using your mouse

Section titled “Using your mouse”

Click any search result to go directly to that resource:

Result type Navigates to
Dashboard The dashboard view
Widget The parent dashboard with the widget highlighted
Modified Dataset The Modified Datasets editor
Dataset The Datasets page with the table selected
Integration The integration configuration page
User The Team & Access page
Client The Reseller Portal

Using your keyboard

Section titled “Using your keyboard”

Navigate search results without leaving your keyboard:

Key Action
Arrow Down Move to the next result
Arrow Up Move to the previous result
Home Jump to the first result
End Jump to the last result
Enter Open the highlighted result
Escape Close the search dialog

The active result shows a highlight border so you know which item will open when you press Enter. You can also hover over results with your mouse to change the active selection.

Empty states

Section titled “Empty states”

Before searching

Section titled “Before searching”

When you first open the dialog, a prompt encourages you to start typing: “What are you looking for? Start typing to search dashboards, datasets, integrations, and more.”

No results

Section titled “No results”

If your query returns nothing, you’ll see: “No results found. Try adjusting your search or selecting fewer categories.”

Suggestions:

  • Remove some category filters
  • Check for typos
  • Try broader search terms
  • Use partial word matches (searching “ticket” finds “tickets” and “ticketing”)

Technical details

Section titled “Technical details”

Search behavior

Section titled “Search behavior”
  • Case-insensitive: “Dashboard” and “dashboard” return the same results
  • Partial matching: Searching “sale” matches “Sales Dashboard”, “Monthly Sales”, etc.
  • Description matching: Descriptions are searchable for dashboards and widgets. When your query matches a description instead of the title, the result shows a snippet with the matching text highlighted in blue.
  • Widget context: Widget results include the dashboard name. If the dashboard has no title, search shows Untitled Dashboard.

Result snippets

Section titled “Result snippets”

When a dashboard or widget result matches your search query in its description rather than its name, you’ll see a contextual snippet below the result title:

  • The snippet shows the part of the description where your query matched
  • Matching text appears in blue to help you spot why the result appeared
  • Up to 80 characters display after the match, with an ellipsis (…) if there’s more content

This helps you understand why a result appeared when the match isn’t obvious from the title alone.

Performance

Section titled “Performance”
  • Searches execute in parallel across all categories
  • Each search returns up to 50 results
  • If you didn’t find the item you were looking for try narrowing down the search by category or adding more search characters
  • Loading spinner displays while results fetch

Troubleshooting

Section titled “Troubleshooting”

Search won’t open

  • Check if your browser extension is intercepting keyboard shortcuts
  • Try clicking the header search field instead

Categories missing

  • Users and Clients categories require specific permissions
  • Contact your admin if you need access to user or client search

Slow results

  • Large workspaces with many resources may take a moment to search
  • Try selecting specific categories to speed up results
  • Results cache for the duration of your session
Section titled “Related topics”