Searches/Custom Listings

🗓️ Times / Location

Tuesday, Sep 22 | 1:45 - 3:00
Thursday Sep 24 | 9:45 - 11:00

Ballroom A

👤 Trainer

Dean Phelps

📄 Class Topics

Custom Listings and Exports: Rows and Columns of Data

Begin with the End in Mind

• Desired Columns Point to the Primary Record Type

• Desired Rows Dictate the Search Criteria

Using the Record Window to Search

• Show All

• Type to Search

• Simple Finds with a Single Criteria

• Advanced Finds with Multiple Criteria

• Advanced Finds using subgroups

Advanced Searches using Related Records

Building your Custom Listing and Export

• Using Reports from the Sidebar Button

• Using Reports from the Menu Bar

Saving Your Searches

📁 Related Resources