To access the Advanced Search function drop down the CRM menu at the top of the screen.
This feature allows you to choose which fields you want to view and the order in which they appear. The Advanced Search area also allows you to save views with filters applied, making it easy to quickly run repetitive reports.
Running advanced search reports
As at March 2026 the following reports are available.
Change the display to show 50 lines per page when you open the report.
Select the report you would like to run – for example the Client Enquiry
Drop down the Column chooser and choose the columns you would like to view – you can use the deselect or select all to make this easier.
Once the report has displayed with the columns you wish to see, you can reorder the columns by dragging and dropping as you wish.
In many of the reports you can also use the column filters to filter the data showing and/or the arrow to sort (A-Z/Z-A/0-9/9-0).
There are also filters available for the reports themselves. What is available will differ depending on the report you are viewing. These filters are also saved when you save a view.
For the WIP and Debtor transaction reports, you must complete the filters for the transactions you want to see before running the report. These reports do not default to ‘show all’.
Click Refresh to see the updated report.
Saving views
Once you are happy with the view, you can save it.
Give the view a name and, if you wish, set it as your standard view.
You can then use the View drop-down to mark your saved views as favourites.
Exporting reports
To export the report, select Export to Excel in the top-right corner of the screen.
Assigning advanced search reports
Advanced Search Reports are assigned under Security Maintenance > Command buttons and object Security.
As these reports are expanded you will need to allocate them by first refreshing this screen by clicking on the blue wheel to the far left
*** and then moving reports from the Available to Assigned areas.
