In the IUIE, how do I perform an advanced search?

In the IUIE, you may specify an advanced search, which allows more control over search parameters and returns. When you click the Advanced Search link (either from within a basic search or on the "Search Master Catalog" page), the Advanced Options screen displays several search parameter options. You can choose to search on the report object name, the technical name, the description of the report object, or report object instructions for the selected catalog. You can also limit your search to specified data extract columns (i.e., name, technical name, description). You can order your search by the report object name, the technical name, or the type of report object, and you can filter it by application, campus, or report object type.

To perform an advanced search:

  1. Under the Catalog tab, click either Master Catalog or Test Catalog, and then click Search Catalog.
  2. You can now either click Advanced Search to set up your advanced search parameters before searching, or perform a basic search (by typing a search term and clicking Search) and then click Advanced Search on the Search Results page. Once you specify Advanced Search, you will see the following options on the Advanced Options page:
    • Under "Catalog", check either or both of the boxes beside Master Catalog and Test Catalog to choose which catalog(s) to search.
    • Under "Search report object:", check the desired fields of report object metadata to search. These fields include:
      • Name: The name of the report object as it is displayed in the catalogs
      • Instructions and Description: These are optional fields that the report developer (i.e., the Information Provider) can supply to give more meaning beyond the label name and provide assistance in using the report object.
      • Technical name: The unique identifying value given to each report object, commonly used by Information Providers but not useful for the average IUIE user

      You can also restrict your search to specific data extracts:

      • Column Name
      • Column Technical Name
      • Column Description
    • Under "Order search results by:", select the order in which to display the output:
      • Report object name (the default order) orders by the name of the report object as it is displayed in the catalogs.
      • Technical name orders by the unique identifying value given to each report object. This option is most commonly used by Information Providers (report developers), and is not particularly useful for the average IUIE user.
      • Type of report object orders by the type of report object (e.g., datagroup, frozen, indexed).
    • To narrow your resulting search output further, under "Show only the report objects for:", select any combination of application area, campus, or type of report object:
      • The "Application" field restricts returns based on the source of the data and the report object, such as Admissions, Human Resources, and Payroll.
      • The "Campus" field restricts the results to report objects designed for a specific campus or those classified as being designed for All Campuses.
      • The "Report Object Type" field restricts returns based on the type of report object, such as Indexed/Formatted Report (RV), Pre-Defined Query (PDQ), or Web Link (URL).
  3. Click Search.

You will receive a list of report objects that match your search criteria. Report objects that you can access will display in black text with the corresponding icon. Restricted report objects will appear in a gray text with a blank icon. Click one of the report object links on the search output page to view or execute it.

This is document almw in the Knowledge Base.
Last modified on 2015-03-05 00:00:00.

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