- Search Title: Enter a name for the search (required). The search is saved under User-Defined Searches.
- Default Output Destination: Data Preview defaults. To change this, click the Select Output button
and select the desired Output Destination option. - Security Equivalence: Select the Security Equivalence option from the dropdown menu. The security access rights for the selected search/report are applied to the new custom search.
- Data File 1: Select a data file on which to run the search. If you select TAM Data File, select a TAM database from the dropdown menu.
If you select Other Data File, the Browse button appears. Click the Browse button to navigate to and select the desired data file. - Data File 2: You may select a second data file on which to run your search. If another data file is not necessary, select None.
- Join Condition: This button displays when you select two data files on which to run your search. It enables you to combine data contained in two related databases based upon a common attribute. When common attributes exist, Expression Builder automatically creates an expression to join the data. You may modify these or create your own expressions.
- Filter: Click to define a filter for search data using Expression Builder.
- Sort: Click to select fields by which to sort the information gathered in a search and to determine the sequence in which the information from each field is arranged (ascending or descending order). It is not necessary to designate all fields as ascending or all fields as descending. They can be mixed.
When you finish filling in the screen, click OK to save the search criteria you defined.