Narrow your search by entity or property

This video shows you how to use advanced search so that you are only searching by entity. We step you through selecting a value, setting the filter and applying the search.

Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Apply a variety of search rules and see the grid update.

Learn how you can use the summary view and properties menu to summarize selected data, or narrow the view for a more detailed analysis.

Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.