The Full Search page allows many different types of search criteria to be selected at one time. The selection of many criteria serves to narrow the search, thus allowing results to be returned more rapidly, while at the same time pinpointing the desired information more precisely. Searches that you create can be saved so that you can run them again when you like, or they can be saved as Alerts that will run automatically at points you select.
To use Full Search, enter criteria in any or all of the text boxes and
click 
.
Click 
, then click the Full
Search menu.
1. Use the radio buttons to choose the type of search, then enter a
company
Name or Ticker symbol. Use the browse
icon 
to look up specifics.
2. Enter a region into the text box. Use to look up specifics.
3. Use the radio buttons to select SIC, NAICS,
or Text for the Industry search, then enter an industry term into the
text box. Use to look up specifics.
4. Use the radio buttons to choose between All Text and Title (report titles only) for the free text section, then enter the desired free text searching words. To learn more about Free text searching, click here.
5. Choose to narrow your search to less than the full set of collections, by highlighting only the desired collections. The default setting has all collections selected.
6. Choose to narrow your search to less than the full set of report types, by highlighting only the desired types. The default setting has all report types selected.
7. Narrow your search by Contributor by typing a contributor name into
the Contributor text box. Use to look up specifics.
8. Narrow your search by Author by typing
an author name into the Author text box. Use to look up
specifics.
9. Type a report number into the report number box. Note: entering a report number cancels out all other search items.
10. Use the drop-down menu to select the report date.
11. Use 
to save the current search, or make an Alert
from it.
12. Click .
You can elect to have a dialog box (shown below) at the bottom of the
Full Search page that shows all of the criteria you have selected for
your current search by clicking 
. To hide the criteria
box, click 
.
You can indirectly manipulate search criteria contained in the criteria box by highlighting search items and using the various buttons contained in the dialog box, as explained below.
Use 
to remove all search items from the current search.
Use 
to open a search that had been previously saved.
Use to save the current search.
Include, Exclude,
and Remove Selected
To include an additional item
in your search, type the item into the appropriate text box (for example,
to include a company name, type it into the company text box with "name"
selected), then click 
. The item will then appear in the
criteria box as being included.
To exclude an item from your
search, type it into the appropriate text box (to exclude a company name,
type it into the company text box with "name" selected), then
click 
. The item will then appear in the criteria box as
being excluded.
Items in the criteria box cannot be edited once they are in the criteria
box. For example, an excluded item that is in the criteria box cannot
be changed to include it in the search. To change an item that is in the
criteria box, you must first remove it by highlighting it, and clicking
. You may then add it through use of the appropriate text
box.
To remove a search item, click on the item to highlight it, then click
. To remove more than one item, hold the control key and
click the additional items, then click and all of the highlighted
items will be removed from your search.
To browse for precise search items, type the item into the relevant
text box, then click the browse icon . When you click the
browse icon, a new window will open that displays items that match what
you have typed into the text box, as the example below shows.
Two items have been presented as possible choices. Click
the checkbox of any that you wish to include in your search.
Click 
to add any selected items to your search criteria.
Conversely, you can exclude items by checking them and clicking 
.
To browse for a different name, edit the contents of the text box and
then click 
to search for the new item. When you have added
or excluded all of the desired items, click 
. The items
that you have included or excluded for your search will appear in the
criteria box at the bottom of the full search screen.
To end your browsing without affecting your search, click 
.
Saved Searches and Alerts are searches that you create and save while using the Full Search page. The difference is that a Saved Search is only run when you open and run it, but an Alert runs automatically at intervals that you choose, and notifies you either through email, or whenever you login.
Each time you open an existing Saved Search or Alert, you have the opportunity to alter any of the settings by using the radio buttons and/or drop-down menus. Whenever you make changes, you may wish to change the name to something different that reflects the differences in settings.
When creating or editing an Alert, choose the method of
notification that you prefer. Your Alert results can be sent to you through
email, or you can select to have your results shown when you login. This
choice is made with the Alert Notification drop-down menu. Note: Alerts
that notify you when you login will always have today's date for "Next
Run" because it is not known when you will login again.
Regardless of whether you choose to be notified of Alert
results through email, or when you login, you have the option of having
your search run once a day, once a week, or once a month. Make this choice
with the Alert Frequency drop-down menu.
Creating an Alert or Saved Search
Click
then click the Full Search
menu.
Create a search on the Full Search page that you wish to save (see above for search creation steps).
Click so that the Show Criteria
Box is visible.
Click and use the radio buttons
to choose saving as an Alert or Saved Search.
Type a name for the Search or Alert into the text box.
A. If creating an Alert, use the drop-down menu to choose notification at login only, or at login and via email
If creating an Alert, use the drop-down menu to choose email frequency of daily, weekly, or monthly.
Click 
.
Editing an Existing Alert or Saved Search
You can change the settings on your Alerts or Saved Searches at any time.
takes you to a page with a list of all of your Saved
Searches and Alerts. Use the radio buttons to select the particular Saved
Search or Alert that you wish to view, execute, or modify. Once the desired
Search or Alert is open, you can run it by clicking ,
or you can change any of the criteria and save it, or simply run it with
the new criteria. Each Alert or Saved Search has its own row of buttons
for full control.
Click then click the Full Search
menu.
Use the radio buttons to select the Alert or Saved Search that you wish to view, or edit.
Click 
to open the Saved Search
or Alert that was selected with the radio button in step 2. The Search
or Alert opens.
Make desired changes, then click to execute the query, and/or to keep any changes
that were made.
Deleting an Alert or Saved Search
Click then click the
Full Search menu.
Click so that the Criteria Box
is visible.
Click to go to a page with a list
of all of your Saved Searches and Alerts.
Use the radio button to select an Alert or Saves Search for deletion.
Click 
to delete the Saved Search
or Alert.
