- Access Advanced Project Search (Projects)
The Advanced Project Search feature in farmerswife allows generating detailed searches of Project data, along with Booking, Work Order and Media Order data.
The searchable values can be cross-referenced, allowing you to easily mine data that can also be used to extract financial reports or utilisation reports with the Financial Reports Designer. And finally export the search results easily to a spreadsheet application using the Open As Spreadsheet feature.
Generate searches based on the specific information associated to Projects, Bookings, Work Orders or Media Orders. Search by the standard fields of information such as Company name, Project name and Status, or by any Custom Field values or date ranges.
When determining how to configure the Custom Fields for Projects, Bookings, Work Orders and Media Orders, take into consideration that any Custom Fields created will appear as searchable parameters in the Advanced Project Search.
The Advanced Project Search window is split into two sections: the Search pane at the top, and the Results pane at the bottom.
The Search Pane
The Search pane displays standard fields and custom fields as searchable parameters.
Use the scroll bar at the bottom of the pane, to move to the right and see all related search fields.
The search fields can be customized through the menu > Project Search Fields and Booking Search Fields options:
The Results Pane
The search result will only show data matching the chosen search parameters.
The view of the columns can be modified in the Edit View window opened from the drop down menu in the upper left.
The amount of returned searches can be affected by the setting Maximum Hits When Searching, found in the drop down menu in the upper left.