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Create a Report Writer search template

How to Create a Report Writer search template in RMS.

 

Steps Required

  1. In the RMS Side Menu, go to Utilities > Report Writer
  2. Enter a Template Name.
  3. Select a Property.
  4. Select a 'From' Category.
  5. Select a 'Field'.
  6. Select the Field Criteria.
  7. Select 'Add This Statement'.
  8. Select 'Save Template'.
  9. Select 'Show Matches'.
✎ Please Note: Some Users may not see or have access to the functions mentioned in this article. CLICK HERE to find out more.

 

★ Tip: The Report Writer search template determines what criteria RMS uses to return matches in preparation for export. See Report Writer: Export, Report Writer: Scheduled Export or Send a Campaign for ways to use the matches returned in this search template. Click Here for instructions on performing an Advanced Search in Report Writer using multiple statements.

 

Visual Guide

In the RMS Side Menu, go to Utilities > Report Writer 

Enter a Template Name.

Screenshot of the Report Writer Search screen showing the Template Name field where the search template name is entered.

 

Select a Property.

Screenshot of the Report Writer Search screen with the Property drop-down list open to select the property to report on.

 

Select a 'From' Category.

Screenshot of the From section in Report Writer Search showing the Category drop-down used to choose the source data category for the search.

 

Select a 'Field'.

Screenshot of the Fields section in Report Writer Search showing the list of available fields that can be added to the search criteria.

 

Select the Field Criteria.

Screenshot of the field criteria area in Report Writer Search showing options to select a field, comparison operator and value to define the search condition.

 

Select 'Add This Statement'.

Screenshot of the Report Writer Search screen with the Add This Statement button highlighted to add the current field criteria to the template.

 

Screenshot of the Report Writer Search template showing the newly added statement listed in the search criteria section.

 

Select 'Save Template' to store the changes made.

Screenshot of the Report Writer Search screen with the Save Template button highlighted to save changes to the search template.

 

Select 'Show Matches' to perform the search.

Screenshot of the Report Writer Search screen with the Show Matches button highlighted to run the search and display matching records.

 

A list of all matching records in RMS based on the Search Template will be displayed.

Screenshot of the Report Writer Search results showing the list of records that match the search criteria.

 

See Report Writer: Export, Report Writer: Scheduled Export or Send a Campaign for ways to use the matches returned in this search template.

 

 

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