Advanced Searching Techniques

From the Report screen, look for the Advanced Mode option (just below the Find Now button). This changes the options for your search criteria to allow you to built complex queries with a screen that looks like this:

advanced search criteria

For example:  P. State Is Equal To TX and Category Is Equal To [customer] and Group Contains Prospect

To enter complex search criteria, using this example to show you how it is done, try the following:

  1. First Criteria - Primary State
    1. Start by Selecting the Field you wish to search. In this example, set Search Field to "P. State"
    2. Set the Search Logic to "Is Equal To"
    3. In Search for type TX
    4. Click the AND button.
  2. Second Criteria - Category
    1. Select "Category" into the Search Field
    2. Set Logic To "And Logic"
    3. In the Search for field, click the down arrow at the end of the field and select a couple of your categories.
    4. Click the AND button.
  3. Third Criteria - Group
    1. Select "Group" in the Search Field
    2. Set the Logic to "Contains"
    3. In the Search for field, click the down arrow at the end of the field and select one of your groups.
  4. Find Now - click the Find Now button on the toolbar at the top to perform the search based on the criteria you just set up.

Your results are displayed in the columns and rows that you requested. Once you have specified your advanced search you can now optionally save this query for later use by selecting Save Report Specifications under the File Menu.

 

This help article applies to Intellect 3