Learn how to use the Search Within Results function when running reports in this step-by-step guide. There are steps you must take before completing this process. This help guide will cover how to search within results when running reports.
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Content
Using Search Within Results in a Report
Instructions
Using Search Within Results in a Report
For this example, you need to create a report that finds all individuals who are volunteers and also event sponsors, but are not any other type of individual within Neon CRM. Since individual type is a field allowing multiple selections this requires use of Search Within Results since you need to look for accounts with only the two previously mentioned values for individual type. Searching for the first value and then searching for the second value within those results will ensure that individuals included in the report only have volunteer and event sponsor individual types.
1. Navigate to Reports and Select New Report.
2. Select All Accounts Report.
3. Select Edit Criteria.
4. For the search field, select Individual Type in the basic field group. For operator, select Equal. Select Volunteer in the value field. Select Search Within Results.
5. For the search within results field, select Individual Type in the basic field group. For operator, select Equal. Select Event Sponsor in the value field. Select Load Criteria.
Note: Neon CRM automatically added the account type field to both the search group and search within results criteria since individual type is always tied to account type field being set to individual.
6. Select Run Report.
7. You now have a report that lists the individuals that only have volunteer and event sponsor as their individual types.
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