Searching for Sales

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Once you have sales setup in your DataLog, you have the ability to search through them to find particular sales within a set of criteria. Open the DataLog and click on the button beneath the Tools menu called “Search for Sales”.

The screen that comes up has several different options you can select for your search criteria. The first thing you need to check is what DataLog you are searching (if you have the Standard Annual or Small Business license, you will only have one option - "My Local Sales"). Do this by checking what is selected in the box next to “Database”. You can either select “Enterprise Database” or “My Local Sales – All Sales”. My Local Sales only searches those sales within your folders at the top left of your screen. The "Enterprise Database" will search all of the sales within the Enterprise DataLog that have been posted to it.

Now for the criteria – you can select either or all of the first three options – Date range, Price range, and Acre range. You can search by sales that were Resales, Improved Only, Unimproved Only, or All Sales. Then you can limit your search even more by selecting what you want to search by. You have several options to choose from, along with the ability to specify which value you want it to search for within that option. The last five options – County, Property Type, Primary Land Use, Primary Commodity, and Improvement Type – require you to set up in order to have values to search for. The County option allows you to “add counties”.

If you click on this button, a screen will come up allowing you to select which state you want to choose counties from and then to select the chosen counties. You can add as many counties to this list as you wish.

The values for the last four categories are set up as you develop your response lists for each. You can also decide whether you want that value to “contain”, “start with”, “end with”, or “exact match”. Once you have decided on your search criteria, click “Search”.

Another feature has been added to the search screen that allows you to choose more than one option to search by. Use the Add and Remove Search Criteria buttons on the right side of the screen to add new tabs for additional criteria.

If you click on the "Add" button, another search tab will come up. You can then select another search field to search by. You can add as many sets of criteria as desired. In the example below, the search will take place in the Enterprise DataLog searching for a set of specific counties and primary land uses. If you want to remove a set of criteria, select the specific tab and click on the "Remove" button.

Once you have your criteria selected, click on the "Search" button. Your results will come up on a separate tab allowing you to move back and forth between the Search Criteria screen and the Search Results screen. Now you can work with the sales you pulled.

The first thing most users do is pull the sales into a folder so that they can edit the sales. To do this, select the sales you want to transfer and drag them to the folder at the top left of the screen. Make sure that the correct folder is highlighted in blue before you drop the sales into it.

If you do not like drag/drop you can use the copy/paste method. Highlight the sales you want to transfer, go to the Transfer Sales menu and select "Copy Sales to Folder". Then select the folder you want to transfer the sales to. The sales should then be transferred to the correct folder.

If you want to just print the sale you found in your search, click on the sale so that it is highlighted in blue and then click on the Print Sale button.

If you want to copy the information in the sales grid found in your search, select the sales you want to copy and then click on the menu Transfer Sales and select Copy Spreadsheet Data to Clipboard. Now you can go to a Word document or Excel worksheet and paste the information.