This guide explains how to activate and use the advanced search feature within reports related to Customers.
Prerequisites: You must have selected or created a Report that uses the data source related to Customers.
Step-by-step Procedure
1. Access the Report Configuration
Select a saved Report or create a new Report from the list under New Report in the sidebar.
2. Open the Filters Section
Once the report is loaded, locate the panel titled Filters and sorting. If it is collapsed, click on the fa fa-chevron-up icon to expand it.
3. Enable Advanced Conditions
Within the Filters section, look for the label Advanced conditions.
Check the checkbox next to the option:
- Use advanced conditions
4. Define Search Conditions
After checking the box, a new text field will appear under the label Search conditions.
Use this field to enter your desired advanced search criteria.
> Note: The system uses an advanced query builder (query-builder) that will help you define complex conditions to filter your customers.
5. View Results
Once you have defined the Search conditions, the report will automatically update to apply the advanced filters. The filtered results will be visible in the main section of the report.
6. Save the Report (Optional)
If you want to save the report with these advanced conditions active, click on the Save button in the main header and assign a name to your report.
