Find the records you want in Engage by using the Advanced Find . You can also use Advanced Find to prepare data for export to Office Excel so that you analyze, summarize, or aggregate data, or create PivotTables to view your data from different perspectives.
1. Go to Advanced Find.
2. Specify what to search for.
a. In the Look for list, select a record type.
b. Select Select to define search criteria: field (e.g. Relationship Name, City), the query operator (e.g. "is equal to" or "contains"), and the values to locate (e.g. "Smith", "Seattle").
- You can select fields from the current record type, or from related records. For example, a relationship might have many related contact records.
- At the bottom of the Select list, the Related section shows related record types. For example, most record types have a related Notes record type. To select fields from a related record type, select field, and a new Select link appears.
- You can use advanced find to build a “Does not contain data” query. For example, you can query for all cases that do not contain a task. To do this launch advanced find and in the query, choose look for Activities and Tasks (Regarding) and chooses Does not contain data.
3. Specify the columns to include in the search results.
a. Select Edit Columns, and then select Add Columns.
b. Select the record type that includes the columns you want to add.
c. Select the columns you want to add, and then select OK.
4. Specify the sort order.
a. Select Edit Columns.
b. Select Configure Sorting.
c. Specify the column to sort on, specify the sort order, and then select OK.
d. Select OK.
5. Select Results.
The example below is a very quick Advanced Find to pull all Activities in the last year.