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Filtering & Advanced Search

J
Written by John Baisley
Updated over 2 months ago

How can I search for forms or reports within my account?

Filtering


1. Change the month using the calendar drop down menu

2. Choose the type of form (ie Form As & Splits)

3. Type content into the search bar, and then doublick on the desired form to open it

Advanced Search


1. Change the month using the calendar drop down menu

2. Choose the type of form (ie Form As & Splits)

3. Click "Advanced" located to the right of the search bar

4. From the drop down options, choose the column heading (ie Number)

5. From the drop down options, choose how the column heading is related to the search (ie Contains)

6. Enter search criteria into the search bar (ie A1707-00123)

7. Click "Add" if you would like to add another advanced search row

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