Programs often need to find participants that match specific criteria to either edit those participants’ information or to generate a report. Search is a powerful tool for quickly generating a list of participants meeting select criteria. Use the Quick Edit/Export Spreadsheet feature to edit information for a group of participants or to generate ad hoc reports.
Important notes about working in Search
- Fields from multiple tabs in the Edit Search Criteria screen can be combined to find the information you need.
- Only participants that match ALL criteria entered in a search will be returned.
- If a search results in more than 1,000 records, the print mailing labels and print file folder labels buttons will be disabled. Additionally, the performance of other features may be affected.
Find Records
- In your left-hand navigation menu, click 'Search'
- Click 'Edit Search Criteria'
- Use the Criteria tabs to locate specific fields and enter values that match the desired participants.
- Click 'Find Records.' The search results will be displayed.