Searches

Use Quick find to quickly search for record types anywhere in Grantmaking.

To search, select a record type and then enter your search terms. Your five most recent searches display for the selected record type. Select Show more to view up to 20 record types.

Tip: You can choose which record types are available for quick find in Options.

Use Options to customize the record types and criteria use for quick find searches.

• To include a record type in the quick find drop-down, select Include for that type.

• To narrow the search results, choose criteria for the record type, such as Request ID, Organization name, Tax ID, and Check number.

Full search lets you search on more granular criteria.

Select Add Filters at the bottom of the window to add whatever filters you'd like to include in the search. To remove filters, from the filter's menu , select Delete row.

The default view is the Query Builder, but you can also view Saved Searches.

Note: If a Saved Search is assigned to a Report or a Dashboard part, your changes will not update until you update the actual Report or Dashboard part. This behavior prevents changes from being unintentionally applied to something else.

Select Advanced at the bottom of the window to create your own search statements. Select the options from the toolbar to create your search statement. Insert Expression enables you to add specific values called comparison operators, such as equals, does not equal, less than, more than, etc. When you create your expression, select OK. When your value is complete, select Search.

Note: The Full search feature is intended for users with extensive database knowledge and may be confusing for casual users.