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Find and view a list of products

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You can search across a list of products and drill down to see details.

Process flow

  1. On the Products Dashboard page, in the Products Tasks panel, select Find Products. The Find Products page is displayed. By default, the product list is filtered to show active rate card products.
  2. In the Filter panel on the left side of the page, narrow the product list by selecting options in the fields provided. As you make your filter selections, the product list is redisplayed accordingly.
    • Under Configuration, select the time period for the product metrics you want to see.
    • Under Refine By, select the product group(s), product type(s), parent product(s), overlapping product(s), creation time period(s), and/or product status(es) for the products you want to see. If you select more than one option in a Refine By field (e.g., if you select two product types), you can mouse over the field to see a tooltip that lists your selections.
  3. In the search box in the toolbar above the product list, type a search term. Change the search options as needed. Press Enter. The product list is redisplayed to show only the products that match your search criteria.
    • By default, the search returns products that contain the search term you entered. To change the type of search, on the drop-down list to the left of the search box, select a different option (e.g., to search for products that starts with the search term you typed, select Starts With).
    • By default, the search is run against the product name, ID, target expression, and target ID. To narrow the search to just one of these, on the drop-down list to the right of the search box, select a different option (e.g., to search for products by product name only, select Product).
  4. To drill into the high-level details of a product, select the plus sign to the left of the product name. The product row is expanded to show the product type, status, and more.

Tip

From within your product search results, you can do the following:

  • View the details of a product – Select a product's name in the Product column to open the Product Visibility page.
  • Analyze product overlaps – To the left of the order, select, and then select Analyze Overlaps from the list that appears.
  • Edit a product – To the left of the order, select Edit Product from the list that appears.
  • Add a product to a scenario – To the left of the order, then select Add to Scenario from the list that appears.