Compliance

How to use Search Builder

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Using the Search Builder to filter entries within modules

Enabling Search Builder

Enabling Search Builder

If you want to search for entries within a particular module, select the 'Enable Search Builder' button

Selecting Search Criteria

Selecting Search Criteria

You can add a category if it has been built by C-Pro admin and is available.

Drilling down

Drilling down

Make your selections

Additional Categories

Additional Categories

Look for any additional search criteria you may need before running the search. If what you want is not available, check with your local admin or raise a helpdesk ticket to see if it can be added for you.

Running the Search

Once you have completed your search criteria, hit 'Execute Query' to run the search

Seeing the search results

Seeing the search results

At the bottom of the search builder you will see results of the search. If your search does not find any entries it will state 'Nothing to Show'.

Hiding the query

Hiding the query

If you select 'Execute and Hide Query', the search criteria will not show. It will just show the results of the search. To disable the search builder, select the 'Disable Search Builder' button to finish.

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