How to run a Smart Search

Modified on Fri, 22 Dec, 2023 at 9:09 AM

MiMembership has the ability for you to create your own reports and searches for data export and lists using Smart Search.


Quick Guide


Step 1 - Decide what results you require out of smart search

Step 2 - Click Smart Search from main menu

Step 3 - Choose Output  i.e. what do you want a list of - options

  • Members
  • Invoices
  • Payments
  • Statements
  • Payment Plans
  • Memberships
  • POS Transactions
  • Member Notes
  • Facility Access
  • Accounts
  • Payment Plan Instalments
  • Email History
  • Relationships
  • Member Draw History
  • Member Timeline
  • Quotes
  • External Transactions
  • Direct Debit Agreements
  • Submissions

Step 4 - Click Next: Build Criteria

Step 5 - Select Search Fields. First choose 1 of the below options from Field Section drop down menu.

  • Communication
  • Contacts
  • Financial
  • Golf
  • History
  • Member
  • Membership
  • Personal

Step 6 - Select Field Name using drop down menu

Step 7 - Select Field Operation using drop down menu

Step 8 - Select/Enter Field Value

Step 9 - Click + Criteria

Step 10 - Repeat steps 5 to 9 to until all criteria for search have been added. Note each criteria added will be assumed to be "AND" unless "OR" is selected

                    prior to adding.

Step 11 - Click Next: Preview Results

Step 12 - Edit Search and add/change criteria if required. Click Next: Preview Results after changes have been made.

Step 13 - Export results and / or save search for future use


There are many options available for smart search, you may require help the first few times you use it, email support@miclub.com.au with your requirements, or call (08) 9444 5300 for additional help



Step by Step Guide


Step 1 - Decide what results you require out of smart search 


Step 2 - Click Smart Search from main menu 


Step 3 - Choose the output required -  i.e. what do you want a list of. For this example we are creating a list of payment plans. Select Payment Plans


Step 4 - Choose Next : Build Criteria


Step 5 - Select Search Fields. First choose 1 of the below options from Field Section drop down menu. 


Step 6 - Select Field Name using drop down menu


Step 7 - Select Field Operation using drop down menu


Step 8 - Select/Enter Field Value


Step 9 - Click + Criteria


Step 10 - Repeat steps 5 to 9 to until all criteria for search have been added. Note each criteria added will be assumed to be "AND" unless "OR" is selected

                    prior to adding.


Step 11 - Click Next: Preview Results

 


Step 12 - Edit search and add/change criteria if required. Click Next : Preview Results after search changes have been made.


Step 13 - Export results and / or save search for future use


Export Results



Save Search



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