While the system is document centric, you need to be able to find documents that you are interested in working with. In ChartCaddy the main way to do that is with a report. Most documents come with a dedicated report. A surprisingly important skill to have when you first start out using the system is the ability to distinguish between a report and a document. You can tell that you are viewing a report if the form has a Search button and it has a standard report result. The standard report result is a list of items, and a row of buttons below the list with options like "Select Page" and "Print List".

When viewing a report, to perform a search for documents you enter search criteria in the fields above the Search button, and then click the Search button. For text search criteria you can use the percent sign (%) as a wild card character. Documents that match your search criteria will be listed in between the "Search" and "Select Page" buttons. There is no global document search, by which I mean only documents associated with a report will be returned. In other words, the Payment report only returns a list of Payment documents, and the Client report only returns a list of Clients. To the right of the "Search" button are the "Defaults", "Clear", and "New" buttons. The defaults button clears the search criteria and may set some search default values. The clear button just clears the search criteria and doesn't set any defaults. A New button may or may not exist, and if it does clicking results in a new document being created. The new document will not show up on the report until it is has been successfully saved once.

Once you have a list of documents, you can select all of them or select none of them with the "Select Page" and "Select None" buttons respectively. You can also select a document by single clicking a document listed. You can select more than one document by holding down the Control key when selecting them. You can select a range of documents by selecting the first document and then holding the Shift key when selecting the last one. Selected documents turn blue. Once selected, you can print or export the list with the "Print List" and "Export List" buttons, or print or export the documents themselves with the "Print Selected" and "Export Selected" buttons. If your search returns more documents than can be displayed, "Next" and "Previous" buttons will appear near the top of the results.