Home

Sample Searches

Note: you'll notice that in some cases below we've designated dates by terms such as (Y)ear or (T)oday. Thats because in a date field you can enter Y for the first day of the current Year or T for Today's date.

Desired Output
Parameter Tabs
Search Tab
Output Tab
Print/Display everyone with list code
XLIST
List:Code:XLIST

Print/Display
Print/Display everyone with list code XLIST who have also contributed.
List:Code:XLIST
Main 1:Donors Only

Print/Display
Print/Display everyone with list code XLIST who have also contributed, and show their donations.
List:Code:XLIST
Main 1:Donors Only

Add Supporting Data:Receipts
Print/Display
Print/Display everyone with list code XLIST who have also contributed, and show all of their codes
List Code:XLIST
Main 1:Donors Only
Add Supporting Data: Receipts, Contacts, Workers, List Entries, Related Person
Print/Display:Notepad Lines:Checked
Create a merge file of everyone who's donated since the beginning of the year.
Receipts 1:Dates: From (Y)ear to (T)oday

Mail Merge
Uncheck "one per person"
Merge File Type: Delimited
Print/Display everyone who's donated since the beginning of the year.
Receipts 1:Dates: From (Y)ear to (T)oday

Print/Display
Print/Display everyone who's donated since the beginning of the year, including those marked with a Nixie or No Mail code.
Receipts 1:Dates: From (Y)ear to (T)oday

Skip Nixies and No Mail: UNcheck
Print/Display
Generate an Output file of all receipts or disbursements
Receipts 1: Dates: From 01/01/1990 to (T)oday.
(for Disbursements, do the same in Expense 1) The 1990 date is so that you'll catch the earliest potential transaction.
Skip Nixies and No Mail: UNCheck. This ensures you include everything.
Browse. Then check Create Output File, and the system will create an Excel-readable Comma-Separated Values (CSV) file in your documents folder. This file can be sent as an email attachment.
Print/Display everyone who's donated since the beginning of the year, including conduit donors.
Receipts 1:Dates: From (Y)ear to (T)oday

Skip Conduit Donors: UNCheck
Print/Display
Print/Display everyone who hasn't yet donated this year.
Receipts 2: Last Contribution Before: (Y)ear

Note: Use this parameter to find lapsed donors.

Print/Display
Print/Display everyone who's given at least $1,000
Receipts 2: Receipt Amounts: Highest: (G)reater than or equal to 1000






Print/Display
Report those with uncoded occupations for possible editing.
Main 1: Select UNCODED Occupation Entries

If this is in preparation for a disclosure report, select the appropriate date range and aggregate amounts on Receipts 1 and Receipts 2.
If this is in preparation for a disclosure report, you should probably UNCHECK the Skip Conduit and Skip Nixies boxes.
Browse. This will let you directly edit each affected master file record.

Combination Searches

If you're looking for everyone who qualifies under two mutually-exclusive searches, then you should run a Combination Search. For example, if you're looking for those with Contribution Code X OR List Code Y, then you must run two separate searches. Otherwise, if you try to do it in one search, the system will choose only those with BOTH Contribution Code X and List Code Y. By choosing Combination Search on the output tab of the second (and subsequent) searches, you're telling the system to retain the contents of the previous search.

Example 1:

Desired Output: Print/Display everyone with contribution code XDONOR or list code XLIST.
Search
Parameter Tabs
Search Tab
Output Tab
1
Receipts 1 Code: XDONOR
Make sure that Combination Search is UNchecked. This will clear out the search temporary file.
No Output
It's best to exit the File Search module between searches to ensure that all parameters are cleared.
2
List Code: XLIST
Combination Search
Print/Display


Example 2:
Desired Output: Print/Display everyone whose last contribution was before 03/31/2014, EXCEPT for those with list code XLIST.
Search
Parameter Tabs
Search Tab
Output Tab
1
Last Contribution Before 03/31/2014
Make sure that Combination Search is UNchecked. This will clear out the search temporary file.
No Output
It's best to exit the File Search module between searches to ensure that all parameters are cleared.
2
List Code: XLIST
Combination Search
x Delete from previous searches records selected by this search.
Print/Display



Example 3:
Desired Output: Print/Display everyone with BOTH of the following: List Code XLIST, List Code YLIST
Search
Parameter Tabs
Search Tab
Output Tab
1
List Code: XLIST

Make sure that Combination Search is UNchecked. This will clear out the search temporary file.
No Output
It's best to exit the File Search module between searches to ensure that all parameters are cleared.
2
List Code: YLIST
Combination Search
x Include only those previously selected.
Print/Display



Example 4:
Desired Output: Generate a mail merge file of the following:
·10th State House District only
All voters who voted in one or more of the following Republican primaries: 2014, 2012, 2010
All voters who voted in either the the 2014 or 2012 general election with no Democrat primary voting history, unless it is offset by a Republican primary vote.
All new registrants from Oct 1, 2014 forward who voted in the 2014 general

Search
Parameter Tabs
Search Tab
Output Tab
1
Main 2: House/Assembly: 10
Voting: P2014: R, P2012:R, P2010: R
Make sure that Combination Search is UNchecked. This will clear out the search temporary file.
No Output
It's best to exit the File Search module between searches to ensure that all parameters are cleared.
2
Main 2: House/Assembly: 10
Voting: G2014 +, G2012 +, Pure D (Exclude)
Combination Search
No Output
3
Main 2: House/Assembly: 10
Main 3: Registration Date: From 10/01/2014 to (T)oday
Voting: G2014 +
Combination Search
No Output. When the search is completed, close the File Search menu and go to Mail Merge->Create New to create and format a mail merge file from this most recent search.