Advanced Search Purpose

The purpose of Advanced Search is to define filters and conditions used to search for users in the system.

Any member who matches this information is displayed in the results, which may be exported if needed. 

Advanced Search Overview

The Advanced Search can be accessed by clicking on Coach Center > Advanced Search.

Here, you can search by specific people by age, relationship, or location. Additional filters may be included for user biometric data such as waist circumference, height, or total cholesterol. 

One or more filters may be defined along with conditions such as and, none, or contains. A filter may be defined as the primary with additional child filters. The results may be exported as well. 

When no filter has been defined, it will show "No filter defined. Click to add a new condition." Conditions may be added separately or grouped together. 

Adding Filters & Conditions

To create a new filter and enter the conditions, complete the following steps: 

Step 1: Click on No filter defined. Click to add a new condition.

Step 2: Next, select a set of filter options from the provided menus such as Employee > Age or Employee > Relationship.

Step 3: For each filter, you may configure the condition. By default "is equal to" will be selected. Additional options may be selected by clicking on "is equal to" and select an option from the provided menu. 

Step 4: You will need to provide the value(s) for your condition. Click on Enter Value to enter one or more conditional values. This option will be provided multiple times depending on the condition.

Note: Once the filter has been defined, the section above the filter conditions may be used to hide or view the query information. 

Example: If "between" is chosen you will see "Enter Value" and "Enter Value".

Step 5: The Plus + or Add New Condition may be used to add more conditions to the filter criteria. The steps to add another condition are the same. When more than one condition is added, then both conditions must be met for a member to appear in the results.

Grouping Filters & Conditions

Use the {+} option to create a group of conditional statements. This option will appear after a filter and criteria has been added. It may be used to group additional filters with a selected condition in the Advanced Search.

To create a group, complete the following steps: 

Step 1: Click on the {+} option.

Step 2: Another condition line will appear. Depending on how the two conditions relate and should be met, you will need to select one of the following after "and".

• All - Must meet all conditions in the group to appear in the results. 
• Any - Members must meet one of the conditions in the group to appear in the results. 
• None - Members must NOT meet any of the conditions in the group to appear in the results.

Example: Employee must be between the age of 22 and 30 and be an "associate".

Step 3: The {+} option will appear for the new group and may be used to create an additional grouping within it for the second condition. This option may also be used to create a group for another condition that is separate from a current group.

Deleting Individual Filters & Conditions

Filters and conditions may be deleted from a search by using the X located to the right of each item.

You will need to hover the mouse over the item or select it to see this option. 

Once the condition has been removed, you will need to click on Apply to refresh the search results. 

Clearing All Filters & Conditions

Use the Clear Button within the Advanced Search to remove all currently configured filters and conditions. 

Enabling & Disabling Filters

The condition may be enabled or disabled without having to configure all conditions again. 

This is helpful when some condition are still needed or you want to see how it affects the search results.

The checkbox next to each condition may be used to enable or disable the condition within the search.

After enabling or disabling a condition, you will need to click on Apply again to refresh the search results. 

Viewing Search Results

Once the filters and conditions have been defined for a search, click on Apply to complete the search and view your results. The results will appear below the search filters and condition.

Within the results, you will see the Employee ID for each user, First Name, Last Name, Relationship, Age, Location, Service Date, Height, Weight, BMI, and Waist Circumference.

For the search results, you can choose to see 10, 25, 50, or 100 results per page. Page navigation options are provided at the bottom of the search results. 

At any time, you can change the configuration for the filters and conditions. Remember to click Apply an time changes are made to refresh the search results. 

Exporting Search Results

To export the search results, click on the Export Button. The report will be downloaded automatically to your computer in the form of an Excel (xls) file.