Search Results Toolbar and Actions

The Search forms in eCellar provide a powerful tool to create targeted customer lists and result sets based on filtering data related to customers, orders, memberships and payments.

From any search results you can use the options available in the toolbar to continue working with the data set.

The result set of any search type can be used to to create reports and recipient groups for email campaigns.

Results for each type of search are cached. This allows you to view results, page through them and even leave the page; then when you return to the page it will include the same records that were found the last time you ran the search during the same session.

For example: If you run an order search at 3:15pm and it returned 25 records, the IDs of those records are stored in cache. If you then use the Admin Control Panel Menu to go to Search > Orders > View to load results, the same list of orders will load from earlier. If the orders were modified after running the search, the results will still be in the list, but will display their most current data.

To re-run the search, click the Rerun Search link or go to the search form and re-submit it.

Search Toolbar, Sort, and Actions

Search Toolbar:

Refine Search - Go back to the search forms and change, add or remove criteria
View Criteria - Toggles a display of all search criteria used
Pick Records - Toggles check boxes to select specific results to take action with in the [use results] menu
Switch Results - Change the output type based on the existing search. All searches can be switched to any of the five search type results; customers, orders, payments, memberships or reservations
Save Search - Save the current search. These can used as target groups in email campaigns or for regularly repeated use. They are managed in Search Tools
Rerun Search - Without returning to the search form, rerun the query and update results. (Refer to the date/timestamp to see when the current search was most recently run.)

Actions:

Find available actions for the result set in the Select Action menu. Functions include Bulk Modify, Export, Auth/Capture funds, and more.
Changes the number of records shown per page in the results using the "Show X per page" drop-down
Page through the results using the arrows.

Sort:

When viewing the search results, each result is displayed in a detailed card view.
Use the column headers to sort results. These vary for each search category.

Note: The View Criteria function will toggle the display of all search criteria entered into the forms and is a good way to double-check that the information matches your desired results.

Customer Search Results

The Customer Search results page contains controls to sort by:

Cust ID - Customer ID
First - First Name
Last - Last Name
Company
Customer Type
Created - Date the account was created
Rank - based on lifetime value (across all brands if Enterprise)

Order Search Results

The Order Search results page contains controls to sort by:

Order ID
Order Date
Amount - total order amount
Ship Date - sorts all shipping statuses

Payment Search Results

Payment ID - Different that the order ID, this relates to credit card processing data
Order ID
Customer - By customer's last names
Payment Date - the date of each payment, declined attempts and successful funds captured
Funds Cap Date - the date the funds were successfully captured

Membership Search Results

Tier - Club subscription tier
Signup - The date the subscription started
Name - Sorts by last name
Customer ID
Customer Type
Ship State - The default club subscription shipping state
Hold Ship Date - If a hold ship date is specified in the club subscription
Pickup - If Pickup is specified in the club subscription tab

Reservation Search Results

Date - The date of the reservation
Status - Booked, Visited, Late, etc.
Location - The location of the experience as defined in the calendar and Booking Agents
Station - Within a location there can be specific stations. This was replaced by tables in Booking Agents.
Type - The name of the experience
Host - Assigned in the reservation from the calendar settings
Party Size - Total guests booked
Name - Sorts by reservation primary customer's last name
Customer Type - Sorts by Customer Type of the reservation's primary customer