Search Orders and Results
You can use the Search Orders and Results area to perform basic or advanced searches of order and results data across multiple periods (up to 13 months). A basic search allows you to perform a search based on the Order Code, Item Code, the Person’s Last Name, and the Employee ID.
An advanced search allows you to use AND and OR operators to group multiple Order, People, and Position search criteria to obtain filtered order and results data. For both basic and advanced searches, you must further specify the period range for the search and select primary and secondary results to display.
Primary results appear in the top frame while secondary results appear in the bottom frame with tabs for all relevant results including Processed Orders, Credits, Commissions, Bonuses, Draws, and Payments.
note: A search can display up to 20,000 results. In cases where more than 20,000 results are returned, you need to either refine the search or download the search results to view the data.
important: This area is intended for administrators, not end users (such as managers and sales representatives).
How to
This section describes how to search orders and results.
Search Orders and Results
1. Click the Home tab, then click Search Orders and Results in the secondary menu. The Search Orders and Results Home screen appears.
Search Orders and Results Home Screen
From the Search Orders and Results screen, you can start a new search by clicking the New Search button.
Step 1: Define search period
2. Specify the search period using the From Period* and To Period* drop-down lists.
Step 2: Select Primary and Secondary results to display
3. Choose the information to display in the top pane using Primary* drop-down list.
4. Choose the information to display in the bottom pane using Secondary* drop-down list.
The results include Processed Orders, Credits, Commissions, Bonuses, Draws, and
Payments.
Step 3a: Define basic search criteria
5. Type the values in the Order Code, Item Code, Person’s Last Name, or Employee ID fields.
Step 3b: (Optional) Define advanced search criteria
6. Choose the Object from the drop-down list.
You can choose from among the following: OrderItem, Person, or Position.
7. Click the 
button next to the Field, select a field for the search criteria, and click OK.
8. Choose an Operator from the drop-down list.
9. Type or choose a value in the Value field.
10. Click Add Row to add to the search criteria; click Delete Row to remove the last row in the search criteria list.
11. Click Search. Alternatively, click Clear to clear the search form.
Download Search Results
You can download the search results as either a Comma Separated Values (CSV) or text (.TXT) file.
1. Click the Download Search Results button.
2. In the Download Name* field, type the name of the download.
3. In the Select Download Format* field, choose the download format, either Comma Separated Values (CSV) or TEXT, and click OK.
An alert appears informing you that the download request is being processed and will appear in the Downloads area when it has completed.
4. Click OK to dismiss the alert.
note: The specific columns downloaded is different from the columns downloaded
(or extracted) in the corresponding Results and Data > Bulk Extract areas.