Advanced Search

Advanced Search is available as an option and is accessed from the Standard Search form in the Profiles World. It allows you to locate a constituent or a list of constituents based on any of the data that the constituent "owns". You need not know a constituent's name, ID number or any of the information in the Standard Search form in order to use the Advanced Search form.

The Advanced Search feature brings the power of the Millennium Reporter to the task of searching. Advanced Search is 'streamlined reporting' that enables you to readily generate a hyperlink listing of constituents based on ANY data that constituents possess, and is particularly useful when that data is beyond the scope of the standard Search functionality. In addition, Advanced Search may be the appropriate 'reporting' tool, instead of the Millennium Reporter, when you need to simply identify or count constituents, but you do not need to publish the results in a specific format. For example, if you want to examine the database to generate a list of individuals who live in the Kansas City area who have expressed a willingness to be a regional chairman for the Annual Fund (an Attribute), the Advanced Search is the appropriate tool. In this situation, you may not even know whether such an individual exists. The absence of name, ID Number and attribute information make the standard Search form insufficient for the task. And, you are interested in only identifying constituents, and not in generating mailing labels or solicitation letters, so the full capability of the Millennium Reporter is not needed.

Advanced Search allows you to create any number of criteria statements to be used together as a set. The system then uses this set of criteria to select the constituents to include in the Search Results. Each relevant data row for each constituent is tested to see if it meets the conditions of the criteria (that is to say, it 'passes') or it does not (it 'fails'). If a constituent 'passes' all of the conditions set forth in the entire set of criteria, then that constituent will be included in the Search Results.

The Search Results display will show the constituent's Name, as well as ID number, Preferred Year, certain Address information, and, if you used them in your criteria, Totals. Names and ID numbers will display as hyperlinks. Search Results can be sorted by any one of these columns; a set of up and down arrows display with each column header. Click the up arrow to sort the results by that field, in ascending order. Click the down arrow to sort the results in descending order.

The Names and ID numbers of the constituents included in the Search Results display as hyperlinks. To examine the data profile of a constituent, simply click the name or ID number hyperlink. You will be given the current data display (Full, User Defined, or single table) for that constituent. To examine a different constituent's profile, use the Last Search item in the Millennium Explorer to return to the Search Results and then select your next constituent.

The Search Results page from an Advanced Search can be printed by using the browser print command. Access the print command with a right-click of the mouse. The entire results page (and not just the portion that is in view in the frame at the time that you execute the command) will be printed.