CATEGORY: Training

NEW Advanced search

NEW Advanced search

There is now an advanced search option available from the bottom of the navigation menu.

Here you can create new, custom searches and save your queries to create a library to cater to your specific requirements.

Saved queries

How to build a search

To build a search the first step is to select the columns that you require.

If you would prefer to select columns one at a time you can click 'Add new column' within the 'Display fields' section and select your choice, or just drag items from the left window to the right window. Alternatively you can tick a number of check boxes in the 'Entities' section, or select the top level checkbox to automatically tick the children boxes, then click '+ Columns' to add all of the selected columns to the 'Display fields'.

Once you have selected the fields that you wish to display in your query, the next step is to filter your results. Under the conditions tab you can "add new condition"  selected from the list of options.

Once you have selected the parameters of your search by clicking execute, your search will run and the results will be displayed in a table below. The Search section will collapse, while the Results section will expand to show the content. 

Once the results are displayed they can be exported by clicking 'Export to Excel' or 'Export to CSV' accordingly.

If this is a query that you are likely to repeat then you can add it to your saved queries and access whenever you need.

With this powerful search feature you can produce any number of reports, for example;

  • Double opt in confirmation details
  • Compare success particular data sources
  • Review contacts by preference/channel
  • Which are the best performing sign up forms


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