Create a New Search

Use the New Search dialog to enter the criteria for building a custom search.

To open the new search dialog:

1. Complete one of the following:
   • From the Search List, click + New Search. The New Search dialog box displays with the Search Criteria grid.
   • From a lookup list, click Search. The New Search dialog box displays and includes a list of the records related to the lookup. Click the More Search Options link to open the New Search dialog box with the Search Criteria grid.
   • From the Reporting application, click the Reports tab, and click on report row in the Reports grid. The Records Included list appears. Click and select Search option from the Records Included list. The New Search dialog box displays and includes a list of the records related to the report.
   • From the Reporting application, click the Reports tab, and select a specific report in the Reports grid to open the report form. Click on the Records Included list, and select the Search option. The New Search dialog box displays and includes a list of the records related to the report.
2. Enter and save the search criteria. Refer to the Build a Basic Search and Build an Advanced Search procedures for detailed information.