Search with the Browser

1. On the EMS toolbar, click the Browser icon. 

   The Browser window opens.

2. Click the Filter tab (if needed) to begin setting criteria for your search. You can toggle between Basic or Advanced using toggle button.

Basic Search 

1. Toggle for a Basic search.
2. In Browse For, set the search to focus on reservations, bookings, service orders, resources, everyday user reservations, or a pre-defined query.
3. Enter search criteria as described below.

   Field	Description
   Starting Date Ending Date	These fields set the date range for the search. The default value is the current month and year, but you can change these values if needed.
   Use Specific Times	Click this option to add specific Starting Time and Ending Time fields to your search criteria.

4. Specify fields from the booking, reservation, service order, and so forth as part of your search criteria by using the arrow buttons to move them from the left pane to the right pane. The level of the field is noted in the list, for example, the "Booking... Room Design" field means your search will pull all events that have the value you specify in the Room Design field at the booking level.

   When you move a field to the right pane, you will be prompted to enter a field value for which to search. 

   Click Add to Favorites to save a field on the Favorite Fields tab for future searches. You can also move items from the right pane into the Favorite Fields or Saved Values tabs in the left pane.

5. Click Options and set additional search options.
6. Click Get Data or Refresh. The search results are listed on the Results tab in a calendar view.

   You can do the following from this page:

   • Change the Browse For field at the top to refresh the results to focus on reservations, bookings, service orders, resources, everyday user reservations, or pre-defined queries.
   • Open a reservation, booking, service order, etc. by double-clicking on the item in the results tab to open it in the Navigator.
   • Click Print to print the search results.
   • Email attendees by selecting an event and either click Email (if enabled) to start a pre-addressed SMTP email to the group for that event (See Also: Send Email from EMS), or click Outlook > Send Invitation (if enabled) to message attendees via Outlook. Your Administrator must set a system parameter to enable these functions.
   • Click Export to export the search results to a Microsoft Excel spreadsheet.
   • Work with Service orders: To mark Service Orders as Reviewed, select the service order, or CTRL-click to select multiple service orders, and then click Review > Mark as Reviewed. To change the state of Service Orders (when used), click Change State. For detailed instructions in using the page that appears next, see Manage Service Orders.
   • Click Filter to return to the Filter tab, make any necessary changes to the search criteria, and then repeat the search.
   • Click Refresh to re-query the database based on the current search criteria.
7. Click Close to save your changes and settings.

To reset the columns to their default values, click Reset.

Advanced Search 

1. Click Advanced.
2. Select a Starting Date and Ending Date.
3. Click Options to add the search options Date/Time Filter, Number of Records to Return, Get Data when Calendar Opens, When Filtering By Specific Room, and Change Calendar Day Count Color.
4. Enter search criteria as described below.

   Field	Description
   Starting Date Ending Date	The default value is the current month and year, but you can change these values if needed.
   Use Specific Times	Clicking this option adds specific Starting Time and Ending Time fields to your search criteria.
   Include Canceled	Deselected by default. Select this option to include canceled bookings in the search.
   Group	Your Administrator might have re-labeled this field to Customer or Employee. If the pre-defined list of groups is too extensive to scroll, then click the Search icon to open the Groups window and search for a specific group. See Also: Search for a group and/or contact.
   1st Contact Reservation Event Name	Enter a search string by which to filter your search. The search is not case-sensitive, but your search is limited to the exact order of characters in the string and it must begin with the information for which you are searching. For example, a search string of ed returns include Ed, Edward, Eddie, and so on, but not Ted or Fred.
   Building	The default value is set to (all). You can leave this value as is, or you can select a specific building, area, or view.
   Room/Building	If you select a specific building, then (all) rooms in the building are selected by default. You can select a specific room in the building. If you select a area, then you can select a specific building that is contained in the area. If you select a view, then Room is left blank; however, you can select a specific room to search.
   Category	The default value is set to (all). You can leave this value as is, or you can select a specific category (booking detail).
   Resource	Available only if you select a category that is a resource or service order. The default value is set to (all). You can leave this value as is, or you can select a specific resource item.
   Booking Status	The default value is set to (all). You can leave this value as is, or you can select a specific booking status.

5. Click Get Data or Refresh. Search results are listed on the Results tab just like they were for your Basic Search, with the same options for working with the results.
6. Click Close to save your changes and settings.