Search App - Advanced Search (Rapid Runthrough)

13 STEPS


 1  Start filtering by clicking on a category such as Agreement.

Step 1 image

 2  All filter categories are on the left. Within each category is a drop down list of filters. Click on Date.

Step 2 image

 3  Choose a filter. For this example, click on Effective Date.

Step 3 image

 4  Enter calendar criteria

Step 4 image

 5  Enter calendar criteria

Step 5 image

 6  Click Apply

Step 6 image

 7  If a second filter is needed, then continue your search. For this example, click Location

Step 7 image

 8  Click Territory

Step 8 image

 9  Enter the country you are searching within.

Step 9 image

 10  Click your country choice.

Step 10 image

 11  Click Apply

Step 11 image

 12  Click Load Dashboard

Step 12 image

 13  From here, you can go back home and add more advanced search categories or continue your analytics research.

Step 13 image

Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1562319/Search---Advanced--Rapid-Runthrough-

Was this article helpful?

Send feedback