Use advanced search to narrow customer properties

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.

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.

Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing.

In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.