Advanced Search Criteria

More information

The following sections describe the criteria available in the Advanced Search form.

Available Tables

This section lists the tables available for the search, including profile and event information. You must select a single table from the list to enable the fields in the New Criteria section of the form.

Available Tables for Advanced Search

The following tables that contain biographical, giving or financial, event attendance, and relationship information are available for advanced search:

Actions	Address	Attendance
Attribute	Basic Data - Corporation	Basic Data - Other
Basic Data - Person	Benefit Level	Benefits Received
Bookmarks	Circle	Citizenship
Comment	Contact Info	Correspondence
Coverage	Credit Card	Custom Profile
Custom Prospect	Death	Demographic
Dues Detail	Education	Employment
Event Guest	Event Solicitor	Financial
Gift in Kind	Giving Detail	Honoree
Internet Address	Media	Membership
Membership Cards	Name	Organizer
Payments	Phone Numbers	Planned Gift/Proposal Rating
Planned Giving	Proposals	Quid Pro Quo
Ratings	Registration	Relation
Research Source	Screening	Securities
Solicitor	Speaker	Subscription
Subscription Level	Summaries	Sustainer Payments
Tasks	Tracking

New Criteria

The New Criteria section allows you to filter the data in the selected table that will be included in the search results.

Field/Button	Description	Notes
Field Name	The available field names are populated based on the table you select from the Available Tables list.
Operator	The Operator field describes how to filter the Field Name for the search. Selections in the Operator list vary based on the data type of the selected field.
Value	The Value field is used in conjunction with the Operator to filter the data in the selected field.
Add/Update	The Add button adds the field/operator/value combination to the search criteria and displays the filter in the Criteria section at the bottom of the page. This button changes to Update when you edit an existing criteria line.
Clear	The Clear button clears all of the selections in the New Criteria section of the page.

Criteria

The Criteria section displays the criteria lines that have been added to the search. This area is blank until you Add criteria to the search.

Field/Button	Description	Notes
Edit	Select a line in the criteria section and click the Edit button to change the Field Name, Operator, and Value for the criteria. The selected criteria appear in the New Criteria section for editing. Click the Update button to save any changes.	This button is disabled until you add criteria to the search.
Cut	Use the Cut button with the Paste button to move a criteria line up or down in the Criteria list. You can also Cut a criteria line to delete it.	See Criteria Organization for information about how the order of criteria can affect the search results.
Copy	Use the Copy button to copy a criteria line. You can then paste the line in a new location to be used as is or edited as needed.
Paste	Use the Paste button to paste a copied criteria line.
Mand. Group	Click the Mandatory Group button to group the search results by the criteria immediately following the Mandatory Group line in the Criteria.
Group	Click the Group to indicate that search results should have a secondary grouping by the criteria immediately following the Group line in the Criteria.
Use Total	Click the Use Total button to insert a saved total into the criteria.
Add Criteria	Use the Add Criteria button to select from a set of saved criteria or total lines.
Save Criteria	Use the Save Criteria button to save the criteria set.
Include Deceased	Select the Include Deceased option to include records that are marked with the Deceased flag.

Tip: When you click the Run button, the search is sent to the report queue. You must have an active report queue to view the search results.