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When you select a dimension, the Search box in the the top right corner above the grid becomes available, so you can quickly perform a basic search for data within the selected dimension. You can search for individual or multiple items.
Search options
There are two options for using the search Search box. Note that search , as outlined below. Searching is not case sensitive.
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Type text into search box and 'Enter'
This is the easiest way to search in Phocas. It , so you can use either upper or lower case text and you will get the same results. When you perform a search, in effect, you filter the grid to display only the data that meets your search criteria. Any totals or averages that display in the grid then relate only to the filtered data. The status bar above the grid identifies the filter (search criteria) and an asterisk displays on the corresponding dimension to signify that a filter (search) has been applied.
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Basic searching involves the use of properties, which are information stored about dimensions, displayed as columns when you select a dimension. By default, the Code and Name properties are displayed. Properties may be different for each dimension and each database. For example, you might have an address for a customer address or unit of measure for a product. |
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To search beyond what is currently shown on screen, select search mode before performing a search. |
Search the whole grid
To quickly search all the data in the grid, type text into Search box and press Enter. This action automatically performs an 'is like' (wildcard) search on all the property columns currently displayed on your Phocas in the grid .Example: Search for all
For example, suppose you want to get a list of all the silver products. Select the 'Product' dimension. Type 'silver dimension, then type ‘silver' into the search Search box and Enter.
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Phocas will search all visible property columns for products whose Name or Code (for example) start with, contain or end with 'silver' and those products will appear. An asterisk will appear in the 'Product' dimension button.
As a general rule, this method only allows you to search whatever is currently shown on screen. To widen your search, use the search iconpress Enter. The grid updates to display only the products whose names start with, contain, or end with silver.
Search a specific property
To limit your search to just one property, you start the usual way, by typing text into Search box, then click the Search 
button to view a list of properties within the
Search box, then click the Search button and select the
Only customers in Wickham will appear on the grid and an asterisk will appear in the 'Customer' dimension button to show that a search has been applied.
Search characters
Below are the search, or wildcard, characters that can be usedSuburb property option. The grid updates to display only the customers in Wickham.
Use search characters
The following table lists the search or wildcard characters that you can use when you are not able to type in an exact match for the item you are searching for.
Name | Description | Example | Result from example |
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Asterisk (*) | Multiple character wild-card search | *steel | Locates products whose names contain any number of characters before the |
Examples of using search characters
| Search | Meaning | Results |
|---|---|---|
| use* | Find all items that begin with "use" | "Useful", "Use other code", "Use2000" |
| *use | Find all item that end with "use" | "Please Reuse", "LLUUSE" |
| *use* | Find all items that contain "use" | "Useful", "Diffuse lighting", "Do not use, at this time" |
| * use * | Find all items that contain separate instances of the word "use" (note spaces) | "Do not use code" |
Clearing a search
When a dimension has been searched, an 'X' automatically appears to the right of the dimension. Selecting the 'X' will clear the search.
Alternatively, you can Reset to clear the search.
Widen your search
To search beyond what is currently shown on screen, choose search mode before using search.
Using advanced search
If you want to pinpoint very specific data, for example, customers whose sales have declined by more than 5% over the last 3 months, you can switch to advanced search. This is accessed via the search icon 
or the shortcut Alt+S.
After using search, Advanced search rule types will automatically be populated. For example, typing 'Wickhamr' in the search box then Enter will result in the following advanced search rules:
More on advanced search
For information on how to useView the search rules
When you perform a basic search using either of the two methods above, in the background, an advanced search is automatically performed for you. If you open the Advanced Search window, you will see the rules that were applied.
For example, when you do a quick search of the Product dimension for ‘silver’, the rules are as follows:
Similarly, when you search the Customer dimension for ‘wickham’ using the Suburb property, the rules are as follows:
For information on how to perform an advanced search, advanced search rule types and examples