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.

Opening search

Keyboard shortcut

• Windows/Linux: Press Ctrl+K
• Mac: Press ⌘+K

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.

Tip

Search remembers your last query and selected categories when you reopen the dialog during the same session.

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

Note

• Users category appears only for staff and admin roles.
• Clients category appears only for reseller staff and admins.

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

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

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.

Navigating results

You can navigate results using either your mouse or keyboard.

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 Users list page
Client	The Reseller Portal

Tip

Widget results show the parent dashboard name under the widget title. The tooltip also includes the dashboard name. Clicking a widget opens that dashboard and scrolls to the widget location.

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.

Tip

Keyboard navigation cycles through results continuously. Pressing Arrow Down on the last result jumps to the first, and pressing Arrow Up on the first result jumps to the last.

Empty states

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

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

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

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

• 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

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

Related topics

• Dashboard Folders - Organize dashboards for easier discovery
• Creating Dashboards - Build dashboards that appear in search
• User Management - Manage user permissions for search access