How to run a Smart Search

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