Create a New Search

You can create searches in many application areas.

To create a new search:

  1. Complete one of the following actions:
    • 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 Saved Searches list appears. Click and select Search option from the Saved Searches list. The New Search dialog box displays and includes a list of the records related to the report.
    • From the Reporting application, click the Favorites tab, and select a favorite report in the list to run it.
  2. Enter and save the search criteria.

Videos

Title Description

Simple Searches

Learn how to perform basic searches.

Advanced Searches

Learn how to create advanced searches, including how to use conditions to filter the scope of the results.