How to Use the Advanced Search Tool
Overview
The advanced search tool provides powerful filtering options, allowing you to perform complex queries by comparing multiple data fields simultaneously. Use this tool to create tailored lists, find missing data, and even mass-edit fields for multiple individuals.
Find All or Empty Fields
To find all people who meet the selected criteria (E.g., everyone with an email address), navigate to the Advanced Search page and put an asterisk ( * ) in the desired field. At the bottom of the Advanced Search page, the individuals who have data within the selected field will be displayed.
To find empty or blank information (e.g., individuals without an email address), navigate to the Advanced Search page and insert <empty> into the desired field. At the bottom of the Advanced Search page, the individuals missing data within the selected field will be displayed.
Conditional Logic
The advanced search tool allows you to incorporate conditional logic into their search.
To create a conditional statement, select a conditional operator.
- Equal to
- Greater Than or Equal to
- Less Than
For example, assume you're looking for individuals between 18 and 60. Set the first Age dropdown to Greater Than or Equal To, and type 18 in the box to the right. Next, set the following Age dropdown to And Less Than, and type 61 in the box to the right (below).
Note: Because the second Age dropdown operator is And Less Than, you must enter one additional year for the desired result (in this case, 61, because you're looking for up to age 60).
The conditions for dates are similar. The options are Equals, On or After, and Before. If you want to find all individuals baptized before 04/01/2018, you would set the dropdown under 'Baptism Date' to 'Before,' and in the date field to the right, select 04/01/2018.
Pro-Tip: Use activity markers to identify engaged members or those needing follow-up. Learn more about Member Activity Date Markers.
Isolate Families in Your Search
Locate the families using the advanced search field for Family Relationships. From the dropdown menu, set the parameter to 'Primary.'
Group Filters
The advanced search tool also allows you to search for individuals in a specific group or groups. To find individuals in one group, select the group under In Group(s). If you'd like to look for individuals in all selected groups, add the desired groups and ensure All of the selected groups is checked.
Results List
After every search, a list of individuals matching your criteria will display at the bottom of the page. (You may need to scroll down to see them.) You can perform actions on these individuals like any other search result through the three-dot action menu at the top right of your results.
Mass Edit
The advanced search tool also allows you to mass edit fields for individuals. Once you've generated a list of individuals, click the three-dot action menu and select Mass Edit in the dropdown that appears. You can specify which field you'd like to change and input a value from here. This change will update every individual in your search results.
Additional Tips
- Efficient Searches: Combine multiple filters to create specific lists.
- Save Time: Use mass editing to apply changes across multiple records.
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Keep Data Clean: Regularly search for empty fields to identify incomplete records.
Video Overview:
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