Using the Quick Search Box

When you know all or part of an account name or ID, you can use the Search for name or ID box, also known as the Quick Search box.

NOTE: Users with "Report Only" access cannot perform searches. Learn more about user roles.

  1. Type one or more words or alphanumeric characters into the Quick Search box at the top of the page, and then press Enter or click the magnifying glass icon.
  2. The Search Results page is displayed. Note that the Quick Search box only searches active accounts.
    • The most relevant results are displayed first. The total number of results found is displayed.
    • Your results will include only the active accounts that you are authorized to access.
    • Click a column heading to sort the list. The first click sorts in ascending order; the second click toggles to descending order.
  3. To select an account, click its ID or Name. This will open the account's corresponding Summary page.

Quick Search looks for your search terms anywhere within the name and ID fields. For example, a search on tho may return the following results:

  • University of St. Thomas
  • Berthos Vos Elementary School
  • Thorpe Creek Library
  • Hawthorne Center Law Library
  • as well as any IDs that contain tho even if the name does not

[More search tips]


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