Working with Search Results (Classic)

Important: This topic is for the Classic Search experience. To view the content for the Next Generation Search experience see Search.

For information on Classic experiences, see Archer Classic Experiences.

The Search Results page provides all of the information gathered in either a search or a statistics search. Your application or questionnaire and permission settings determine what you can do with records in the Search Results list. You can view or edit a record by clicking the record link.

Search results action types

Depending on the type of search you run, you can take different actions on the search results.

The following table shows the availability of Standard and Statistics modes for each action.

Option	Available for Standard mode?	Available for Statistics mode?
Filter results	Yes	No
Modify results	Yes	Yes
Manage columns	Yes	No
Print or email results	Yes	Yes
Export results	Yes	Yes
Inline edit	Yes	No
Create charts	No	Yes
Save as a report	Yes	Yes
Bulk actions (update, create new reference records, delete)	Yes	No

Note: Depending on user permissions, some of these options are also available in the right-click menu.

Filter results

You can refine your results using the Refine By pane on the left side of the Search Results page. For more information, see Refine By Pane Properties.

1. Run a search.
2. On the Search Results page, in the Refine By pane, select additional filters.
3. To re-run search using the selected filters, click Apply.

Note: When you save new or updated reports, the Refine By selections are converted into search filters and are no longer available for selection in the Refine By pane.

Modify results

From the Search Results page, you can modify the your search and how the results are displayed.

1. Run a search, directional search or statistics search.
2. On the Search Results page, do any of the following:
   1. To modify your search criteria, click Modify.
   2. To modify the results per page, select Options > Modify Results Per Page, and select the number of records you want displayed per page.
   3. To change your report format, select Options > Change Report Format, and select a new format.
   4. To hide grouping (if you enabled it on any sort fields), select Options > Hide Grouping.
3. If you used the Map display option, you can use data layers and draw a polygon around the search results you want to display.

Manage columns

The Manage Columns link allows you to add, remove, and reorder display fields from the search results page. You can add columns from both the primary application and related applications in an n-tier report. All changes applied on the search results page can be saved to the current report or saved to a new report.

1. Run a search, or open a saved report.
2. On the Search Results page, click Manage Columns. The Manage Columns window appears, with available columns on the left and Selected Columns on the right.

   Note: By default, Selected Columns contains all columns from the Advanced Search page.

3. Do any of the following:
   • Add a field. From the Available column, select a field, or use the Find search window. Selections appear under Selected Columns.
   • Remove a field. Deselect the field in the available column, or click next to the field under Selected Columns.
   • Reorder a field. Select a field under Selected Columns, and click the buttons at the bottom of the section.
4. When finished, click OK.

Print or email search results

You can share records from a Search Results list by printing or emailing the results.

1. Run a search, directional search or statistics search.
2. On the Search Results page, do either of the following:
   • To print the search results, click Print.
   • To email the search results, click Email.

Export search results

You can export the results of your search to 1 of several formats and display them on the screen or save them to a file.

1. Run a search, directional search or statistics search.
2. Export records based on display type.
   • On the Search Results page, click Export.
   • If you used the Map display option, select the points to include.
     1. On the Search Results page, click to select 1 or more data layers to display. You can expand and collapse the data layers pane by clicking .
     2. Specify which results to include in the exported file.
        • To include all results, click Export.
        • To include specific results, do the following:
          1. On the map edit toolbar, click .
          2. Draw a polygon around the pins you want to export.

          Note: Maps support 1 polygon on the map. When you draw a second polygon, the first is removed.

          3. To export only 1 layer in a polygon, turn off other layers and draw a polygon around the entire map.
3. Click Export.
4. Select the Export format in which you want to display the results.
5. If a warning box opens, do 1 of the following:
• If you selected Microsoft Excel, CSV, or XML File, select whether to include or exclude all HTML formatting tags in the export file, and then click OK.
• If you selected HTML File, select whether to include or exclude all images in the export file, and then click OK.
6. In the Export Complete box, click click here.
7. Display or save the search results. The process may vary depending on your browser.

Note: If you selected Add New Relationship in the search options you specified in the Fields to Display section of the Search Results page, related records in that relationship may display on separate lines in the final output.

Note: Depending on user permissions, this option is also available in the right-click menu on the Search Results page.

Edit records in search results

If the application is configured to allow inline edit, you can edit fields directly in the search results. Inline edit is available by default when you set Display Format for the search results to Column-Flat or Column-Hierarchical. Search results are displayed with in the column header of each editable field.

Note: You cannot enable the Inline Edit and Delete options at the same time. When you enable the Delete option, Inline Edit is automatically disabled. You can re-enable Inline Edit from the Options menu.

1. Run a search.
2. Click editable fields in a record row to change their values and content.
3. Save the changes you made in 1 of the following ways:
   • Click at the end of a row to save changes in 1 record.
   • Click Save Changes at the top of the search results to save all changes on the page.

   Important: Always save changes before you do anything that moves you off of the page. Actions that refresh the page or navigate to a different page may lose unsaved changes.

If changes to a record save successfully, the icon at the end of the record row changes to a green check mark and then disappears.

If changes to a record do not save successfully, appears at the end of the record row. Hovering over the icon displays the reason that field changes were not saved.

Note: Calculated fields are not automatically updated by saving field changes. If calculated fields on the page are computed using any of the saved field changes, click to update the calculated field values.