4.2 Advanced Search

The advanced search offers an additional set of fields to the search report or reports provided with the Basic Search. This option helps you narrow down your search results. You can use combinations of these search criteria to quickly find the required reports.

To search for reports using advanced search criteria, follow these steps:

1. In the Summary Report page, click the Advanced Search The Advanced Search window is displayed.
   Use the Expand or Collapse buttons to maximize or minimize the window.
2. Enter the following information in the Advanced Search window as tabulated. You can enter all the search fields or required fields. If you use more search fields, it will narrow down your search results.

   Table 4-2 Advanced Search Fields

   Fields	Description
   Report ID	Enter one or more report IDs you want to search. For multiple report IDs, separate the report IDs with a comma (for example, 660, 671). Ensure that you do not enter a space after the comma. Report IDs are not case-sensitive. This overrides other filter criteria. For example, if you enter Report ID in search criteria, then this option overrides other details that you have entered previously in other search criteria such as Report Status, Jurisdiction, and so on.NOTE: You can enter a maximum of 50 numeric values in this field.
   Report Name	Enter the report name you want to view. This field supports a wildcard search. You can use ‘%’ and _ as wildcard indicators.NOTE: You can enter a maximum of 50 characters in this field
   Report Status	Select one or more statuses from the drop-down list. For example, Approved, Reopened, and so on.
   Reported Subject Name(s)	Enter the name of the subject(s) who reported. This field supports a wildcard search. You can use the ‘%’ and ‘_’ as wildcard indicators.
   Case ID	Enter the Case ID to view reports associated with the specific Case ID. For multiple case IDs, separate them with a comma. Ensure you don't enter a space after the comma. For example, CA660, ca671. This overrides all other filter criteria. NOTE: This search is not case-sensitive. You can enter a maximum of 255 characters in this field. Case ID is the identifier that has triggered the creation of a report in the OFS CRR AUSMR application.
   Report Offence	Select the type of offence that led to the creation of this report. For example, Money laundering, Terror Financing, and so on
   Last Modified By	Enter the customer or customer's name reported as subjects in the report. This field supports a wildcard search. You can use the ‘%’ and ‘_’ as wildcard indicators. Select the user who last modified the report. Use this criterion to view all the reports modified by the user. For example, Analyst1, Supervisor2, and so on.
   Last Modified Date >=	Select the last modified date to view reports having a last modified date greater than or equal to the specified date. Using this criterion, you can view the reports modified during the date range. For example, reports modified on or after July 27, 2020 NOTE: You can either perform a range search using ‘Last Modified Date >=’ and ‘Last Modified Date <=’ or use them independently.
   Last Modified Date <=	Select the Last Modified Date from the calendar to view reports having a last modified date lesser than or equal to the specified date. Using this criterion, you can view the reports modified during the date range. For example, reports were modified on or before July 27, 2020.
   Approved By	Select the name of the approver to view reports approved by the selected user. For example, Supervisor1, Supervisor2, and so on.
   Approved Date >=	Select the approved date to view reports having an approved date greater than or equal to the specified date. Using this criterion, you can view the reports approved during the date range. For example, reports approved on or after December 26, 2019.
   Approved Date <=	Select the approved date from the calendar to view reports having an approved date lesser than or equal to the specified date. Using this criterion, you can view the reports that are approved during the date range. For example, reports are approved on or before December 26, 2019.
   Submitted By	Select the name of the user or users to search for reports submitted by the selected user. For example, Analyst1, Analyst2, and so on.
   Submitted Date >=	Select the submitted date to view reports having a submitted date greater than or equal to the specified date. For example, reports submitted on or after July 18, 2020.
   Submitted Date <=	Select the submitted date to view reports having a submitted date lesser than or equal to the specified date. For example, reports submitted on or before July 18, 2020.
   Created By	Select the user or users who have created the report.
   Created Date >=	Select the created date to view reports having a created date greater than or equal to the specified date. Using this criterion, you can view the reports created during the date range. For example, reports were created on or after December 26, 2019. NOTE: You can either perform a range search using ‘Created Date >=’ and ‘Created Date <=’ or use them independently.
   Created Date <=	Select the created date from the calendar to view reports having a created date lesser than or equal to the specified date. Using this criterion, you can view the reports created during the date range. For example, reports were created on or before December 26, 2019.
   Jurisdiction	Select one or more jurisdictions to view reports mapped to the jurisdiction. NOTE: Jurisdictions are defined by your institution. Every report is associated with a jurisdiction. When a report is created from a case, the report inherits the jurisdiction that was associated with that case.
   Due Date>=	Selectthe due date to view reports having a due date greater than or equal to the specified date. Using this criterion, you can view the reports that have a due date during the date range. For example, reports having a due date on or after December 26, 2019.
   Due Date>=	Select the due date from the calendar to view reports having a due date lesser than or equal to the specified date. Using this criterion, you can view the reports that have a due date during the date range. For example, reports having a due date on or before December 26, 2019.

3. Click Apply Filter. The reports matching your search criteria are displayed on the Report Summary pageEnter the next step.
   To perform a different search, click the Reset button and enter your search criteria again
4. To save this search as Views, Click Save As View. The Save As View window is displayed
5. Enter View Name and Description
6. Click Save to add a new pre-defined view
7. Click OK. The view is saved and displayed in the Views drop-down list

   Note:

   The saved view is available only to the user who has created it, not to other users.

   For example, if you regularly search for reports approved by Supervisor1 and reports approved on or before December 2019, you can pre-define a search as SupDecember under View. When you log in to the application next time, you need not enter all the search criteria again, select the pre-defined view as SupDecember and filter the reports.