Search box

You can use the search box to find specific items to filter your report. The search box has a title, a text box, and a search icon. There are two ways to use the search box. If you know the item, for example the Fund Financial Manager, type it in the text box. If you don't know the item, click the search icon Search to find it using a different string, for example, the first and/or last name.

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The drop-down list filter control can be set up to use dynamic filters.

To use the text box only:

Type the Student ID in the text box.

Search box

To use the search option:

  1. Click the search icon Search. A dialog box opens with different fields to search on.

Search box dialog

  1. In one or more of the text boxes, do one of the following:

  2. Type a word (or portion) that matches the field name, for example, "rob".

  3. Type % (the wildcard) to list all items for the field.

  1. Click Search. The search fields close and all Fund Financial Managers with rob in their name are listed.

Search box list

  1. Click an item. The list closes and the item is inserted into the text box.

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