XPLAN contains excellent functionality for executing advanced searches based on singular or multiple criteria. This can be extremely helpful if for example, you wanted to send an email to a group of your clients who meet certain criteria.

Below are two examples of XPLAN's Advanced Search functionality.

Example 1 is a search for Clients aged between 20 and 40.  

The first criteria is to search for clients aged 20 and above. The second criteria is to search for clients aged 40 and below.

Click List > Entire List, which is located in the top right hand corner of the Xplan Dashboard.

 

  

 

Ensure Search Filters reflect what you are searching for (Entity Status, Client Adviser, User Group, Category, Type and View)

 

Go to Search > Criteria > Add

 

 

 Enter Criteria 1 – Search for Clients aged 20 and above. Under the ‘Field or Group’ tab:

The 'Field Group' should default correctly to 'Entity'

Change ‘Field’ to ‘[Key Details] Age’,

Change ‘Operation’ to ‘Greater Than or Equal’, and

Enter the ‘Value’ as 20.

Click ‘Add More’.

 

 

Enter Criteria 2 – Searching for Clients aged 40 and below. Under ‘Field or Group’:

The 'Field Group' should default correctly to 'Entity'

Change ‘Field’ to ‘[Key Details] Age’,

Change ‘Operation’ to ‘Less Than or Equal’, and

Enter the ‘Value’ as 40.

Click ‘Add’

 

 

TIP: If you think the search criteria is likely to be used on a regular basis, click ‘Save’ to store it for future use. You can access this template later by clicking ‘Load’, which will provide a list of all previously saved searches.

 

 

 

Your search can be executed in two ways.

Click 'Results' 

 

 

OR 

Click 'Search'

 

 

 

Your search results should now be displayed.

 

Example 2 is a search for Clients who do not have a Current Will.  

The first criteria is to search for Clients that do not have a Will. The second criteria is to search for clients that have a Will that is not current.

 The desired result is that any client who meets EITHER Criteria 1 OR Criteria 2 should appear in the search results.

To do this, add a search criteria using ‘Filter List’ and selecting ‘OR’.

Click ‘Add’. This will display as a searchable criteria.

 

 TIP: The ‘Filter List’ tab also allows you to filter your search using AND or NOT.

To utilise the ‘OR’ filter, click the  that is within the Filter List criteria box.

 

 

Enter Criteria 1 as follows. 

The 'Field Group' should default correctly to 'Entity'

Change ‘Field’ to ‘[Estate] Will Exists’,

Change ‘Equals’ to ‘No’

Click ‘Add’

 

 

Click the  again and enter Criteria 2 as follows.

The 'Field Group' should default correctly to 'Entity'

Change ‘Field’ to ‘[Estate] Is Will Current’,

Change ‘Equals’ to ‘No’

Click ‘Add’

 

 

Execute the search using the 'Results' or 'Search' buttons. 

Your search results should be displayed.

Note: If you try to add Criteria 1 and 2 using the 'Add' or 'Add More' buttons at the top right hand side, as described in example 1, your search will not work correctly. You must use the  button that is displayed in the ‘Filter List’ box for the OR functionality to work correctly.

Tip: You can search your custom fields by ensuring you make them searchable when you create them.