Advanced Search Overview

The purpose of this guide is to provide you with instructions how to use the Advanced Search function of XPLAN.

• To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

XPLAN stores client data within a powerful database, which allows for much flexibility accessing client details. Using the criteria search interface users can build custom searches, which can be saved for future use.

Advanced Quick Search

Quick Search is accessible on the application menu in all pages with XPLAN. By default it searches for client entities, however it can also be used to find other entities by:

1. In the Search box on the application menu, click the icon, then select the entity type you want to search for from the menu. Quick search can search for the following entities:
   
   

   Icon	Search type
   	Client entities (see below)
   	User entities
   	Groups
   	Document Notes
   	Tasks by ID
   	Tasks by Subject
   	Suppliers
   	Professional Advisers
   	Referrers
   	Insurance Policies (by policy number)
   	Medical Insurance Policies (by policy number)
   	General Insurance Policies (by policy number)

   	Retirement Income Policies (by policy number)
   	Superannuation Policies (by reference number)

2. In the Search box, type the search criteria, then press Enter.

Client Search Prefixes

When searching for Clients, by default the entered search term is used to search for clients by name. You can use the following prefixes to search using other client details: 

Accessing Advanced Search

To access criteria search

Advanced criteria searching can be accessed at any time by:

• Clicking Advanced under the Quick Search bar.      

Advanced Search Criteria

List item must meet all criteria

The checkbox List item must meet all criteria can be used when a client may have multiple items in categories, such as two or more postal addresses.

With the checkbox unticked, AND criteria need to be met across the client's details as a whole, so a search for Suburb = Sydney AND State = Vic may return a result if the client has two addresses, one in Sydney and one in Victoria.

With the checkbox ticked, the criteria must be met within a single item, ie. The client must have an address that contains both Sydney and Vic. 

Data Exists

Data Exists option allows you to search for clients that have no data saved in a Field Group. For example, you can find all clients that have no Address data saved.

Other than the Entity field group, all Field Groups can be searched against. The Entity Field Group contains required information such as a client’s Entity ID, First Name and Surname, and all client entities will have data saved against the Entity Field Group.

Search using Dates

When using dates as criteria the follow information applies:

• Choose an Operation with 'date' at the end, as these a specifically designed for date functions.
• 'Equal Month', 'Older than Month', 'Less than Month' operations search only in the month field, and ignores day and year.
• 'Older than' and 'Later than' are specifically designed to search for notes, although may be used elsewhere
  
  

Further information on Saved Search Criteria here

Save Search Criteria

When you have added in the required search criteria:

1. In the navigation menu, select Save. The Save Search window opens.
   
   
   
   
2. Set the following details for the Saved Search Criteria:
   
    
   
   • Name
   • Description
   • Permission - Set the visibility for the criteria
   • Available to Referrer Access - Controls the ability for referrers to run the search criteria
   • Publish Search Criteria - Tick this checkbox to publish this Saved Search Criteria using
     
     
3. Click Save

Load Saved Search Criteria

Saved Search Criteria can be loaded by either:

Shortcut Link

2. Under the Quick Search box, click Advanced.
   
   
   
   
3. A list of Saved Search Criteria displays.
4. Select a Saved Search Criteria

Client List

While accessing the client List:

1. In the navigation menu, select Search > Load. 
   
   
   
   
2. A list of Saved Search Criteria is displayed.
3. Click the Name of a Saved Search Criteria.
4. You can edit the criteria in a Saved Search Criteria on the Search > Criteria
5. This page has the following buttons:
   • Search - Run a search using the current criteria
   • Add - Add additional criteria
   • Clear - Clear the current criteria but remain in the Saved Search Criteria
   • New - Open a new Saved Search Criteria
   • Save - Overwrite the open Saved Search Criteria with the current criteria
   • Save As - Save the current criteria as a new Saved Search Criteria. 

Searching Portfolio Data

1. Click Add in the Advanced Search screen. A variety of different searching criteria displays.
2. Select the Portfolio
   
   

3. Select the portfolio Search Type to use.
4. Fill in the search criteria.
5. Click Add.

Searching Campaign Data

1. Click Add in the Advanced Search screen. A variety of different searching criteria displays.
2. Select the Campaign
   
   
3. Open the expression by ticking the " ( " symbol checkbox.
4. Select the campaign within which you would like to search by clicking on the Search icon, then enter in the name, or part name, of the campaign you wish to search.
5. Select the Field you would like to search, then set the Operator and Value for the field.
6. Close the expression by ticking the " ) " symbol checkbox.
7. You can add further criteria to your expression by leaving the " ) " off from the first line and adding a second line using "AND" or "OR".
8. Click Add.

Searching Invoice Data

1. Click Add in the Advanced Search screen. A variety of different searching criteria displays.
2. Select the Invoice
   
   

3. Open the expression by ticking the " ( " symbol checkbox.
4. Select the Field you would like to search, then set the Operator and Value for the field.
5. Close the expression using the " ) " symbol 
6. You can add further criteria to your expression by leaving the " ) " off from the first line and adding a second line using "AND" or "OR".
7. Click Add.

Searching Payment Data

1. Click Add in the Advanced Search screen. A variety of different searching criteria displays.
2. Select the Payment
   
   

3. Open the expression by ticking the " ( " symbol checkbox.
4. Select the Field you would like to search, then set the Operator and Value for the field.
5. Close the expression by ticking the " ) " symbol checkbox.
6. You can add further criteria to your expression by leaving the " ) " off from the first line and adding a second line using "AND" or "OR".
7. Click Add.

Searching Insurance Data

1. Click Add in the Advanced Search screen. A variety of different searching criteria displays.
2. Select the Insurance
   
   

3. Select the type of insurance search to run.
4. Depending on your selection you may need to specify further criteria.
5. Click Add 

Searching Next Opt-In Dates

Learn how to create search criteria to located clients due for Opt-in and Fee Disclosure Statement.

• To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

Searching Review Clients

Learn how to create search criteria to locate review clients.

• To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

Search Syntax

Syntax searching allows you to manually build a search criterion using XPLAN syntax.

Further information on Search Syntax here