Searching, Search Form

To use the Search option

  1. Open the required form.
  2. Click on the Search Button button to open the Search form.

Search, Search Form

Look For

Will filter the search list to only show those lines where the text matches what you enter. This is not case-sensitive.

Search

Click the Search button to filter the rows

Reset

Click the Reset button to clear the filters and show all rows

Include Inactive?

Tick to show all or untick to only show those rows which are deemed to be 'Active'

Filter Row

The filter row (the first row underneath the column headings), allows you to apply filters to each column; much like you might be used to doing with MS Excel.

Each Column offers three areas:

  1. The button on the left gives options for how to apply the filter
  2. The central space allows you to type in your filter criteria, or choose from the dropdown list of options.
  3. The button on the right will clear all filters from this column only. If you want to clear filters from all rows, click on the Clear All filters button on the very left column or click Reset.

Filter Options

The filter options will depend on what type of information is being shown in the column.

Data TypeOptionsDescription
TextStarts withSearches for records which begin with the text in the filter
ContainsSearches for records which have the filter text anywhere in them
Ends withSearches for records which end with the text in the filter
Does not start withSearches for records which begin with anything other than the text in the filter
Does not ContainSearches for records which do not have the filter text anywhere in them
Does not end withSearches for records which end with anything other than the text in the filter
Does not matchSearches for records that are exactly the same as the full filter text
Not LikeSearches for records that are not exactly the same as the filter text
Date or NumberEqualsSearches for records that equal the date or amount in the filter space
Does not equalSearches for records that are different to the date or amount in the filter space
Less thanSearches for records that are less than (or dated before) the filter
Less than or equal toSearches for records that are less than (or dated before) or equal to the filter
Greater thanSearches for records that are greater than (or dated after) the filter
Greater than or equal toSearches for records that are greater than (or dated after) or equal to the filter

Print

Click the Print icon at the bottom to print a report showing the filtered search results.