The basic principles for the search are Choose Dictionary + Search Operand + Selection Criteria. 

Some examples are given in the table below:

  
Choose Dictionary
+ Search Operand
+ Selection Criteria
Rep Code
Not Equals
01
3+ Months Old Balance
Greater Than
50
Post Code
Equals
NE1]

The square bracket characters [ and ] used in the selection criteria are known as wildcards. They allow you to match any characters on either side of the brackets.  For example, the post code will match NE1, NE11, NE12, NE13 etc.  Multiple search dictionaries and selection criteria can be used to specify the records retrieved to be included on the report.

1.   Decide whether to run a Customer Details or Customer Transactions search, and click the required radio button.
2.   If you have selected transactions, you will be given a further choice to select which age of transactions to search on; History, Current, or Future.
3.   A list of possible search dictionaries is provided.  Double click the one you wish to search on.  E.g. Customer Type, Market Class etc.
4.   Next choose the required operand from the buttons to the right of the dictionary options. E.g. EQ, GT etc
5.   Now type in the required Selection Criteria.  This must be enclosed by double quotes e.g. "100", "01/01/06", "Smith]". 
6.   Press the Ok button.
7.   Add further dictionaries and selection criteria if required to build your search in the yellow Query box.
8.   Click the Select button.  This displays the search results.   The account code column is automatically included. 
9.   You can amend the criteria to alter the search results, click the New Select button to display the new results. 
10.      Click the Return Results button to enter the selected customers from this search into the account range of the report you are running.   The search window will close, displaying your results in a popup window where you have the option to remove any of the selected accounts if you do not wish to include them in the report.  Click the Ok button on this window which will return you to the report screen where you can continue running the report. 

Click here to view the Report Search screen.