Advanced Search

Advanced Search allows you to search for all Task-related information using a combination of multiple search criteria. Click the

icon beside the Quick Search box to open a page where you can search on multiple parameters.

Tasks completed on or before December 2012 will not appear in Advanced Search. They can be accessed from the Reports menu. Reports now contain Current and Archive option buttons. Tasks completed before December 2012 can now be accessed from the Archive option in Reports. Other Tasks can be accessed from the Current option in Reports.

You can search for Tasks in the years 2006-2013 that have not been completed (have the Status No Info In or In-Process) and all Tasks created in subsequent years.

• Advanced Search enables you to perform the actions described in the following Advanced Search Actions Table.

• My Search contains saved searches that are available for the user who saved it to view and run.

• Shared Search contains saved searches that are available for all firm users to view and run.

Search Method	Description
Search on Multiple fields	o You can search on fields such as Year, Client/Entity Name, Number (can enter multiple Numbers), Original/Current Location, Deliverable, Task Category, Group, Period End date, Priority, Tasks with Checklist items open, and User Roles. o Who Has Task filter: Displays the Active and Inactive users in the AutoSuggest drop-down list and enables you to select Active users in the search criteria.
Narrow your search	From the Select Client/Entity By User drop-down list, choose one of the following: o My Clients displays clients/entities based on the credentials of the logged in user whose name appears in a role on the Control Sheet. o All displays all the clients/entities of the firm.
Keyword search	The data available in the Custom grid fields can be used in the Keyword field for advanced search.
Include/exclude icon	Use this feature when you want to include most of the Task Types or Statuses in your search criteria and exclude only a few, and vice versa. Click the icon beside the Task Type or Status to toggle to the exclude or include state.
More Filters	Click to expand and apply multiple search criteria.
Modify Search	Modify search criteria after the search has been run.

1. Click the advanced search

icon on the Menu Bar to open the Advanced Search page.

2. From the Select Client/Entity by User (My Clients/All) drop-down list, select an individual client/entity or All (Client/entities) as appropriate.

3. Click the

icon beside the Task Type or Status field to include most of the Task Types or Statuses in your search criteria and exclude only a few, and vice versa.

5. To narrow your search results, select other criteria in the Advanced Search tab.

6. Click Search to display the search results. You can export the Search Results to Excel using the Export to EXCEL icon

7. You can modify your search to expand your review or limit your search results.

On the SEARCH RESULTS page, click Modify Search to open the Advanced Search tab with the search results displayed at the bottom of the page.

• The Advanced Search screen is displayed with the filters of the previous search. You can change the filters as required.

• Tasks selected in the Search Results for the previous search are now cleared.

• Filters selected in the Search Results for the previous search are cleared.