Performing an entity search

Use the following procedure to perform an entity search:

From the main menu, select Search.
From the Entity type dropdown menu, select the entity type you want to search by:

Enrollment
Retail settlement point
Retailer
Service point (default)

Note: The Entity type selected will be retained until modified.

In the Query panel, an empty query row displays by default, enter the search criteria for the following:
- Field.
  
  If the Enrollment entity type was selected in the previous step, then the following field options are available:
  - Enrollment Start Date
  - Enrollment ID
  - Enrollment Name
  - Retail settlement point ID
  - Version
  If the Retail settlement point entity type was selected in the previous step, then the following field options are available:
  - Reportable
  - Retail settlement point ID
  - Retailer
  - Service point ID
  - Version
  - Zone
  If the Retailer entity type was selected in the previous step, then the following field options are available:
  - Retailer ID
  - Retailer Name
  - Version
  - Zone
  If the Service point entity type was selected in the previous step, then the following field options are available:
  - Account ID
  - Account number
  - Market type
  - Meter ID
  - Meter number
  - Meter program ID
  - Service point description
  - Service point ID
  - Service point program ID
  - Version
  Tip: When searching by Service point, you can navigate to the Service Point page from the Results table by selecting the arrow () in the Service point ID row.
- Operator. From the dropdown menu, select Equals or Contains. The default value is Equals.
- Value. Depending on what you selected for the Field option, a text box or a dropdown menu appears. You can search on partial phrases, words, or numbers by using an asterisk (*) as a wildcard character.
To edit your selection, repeat these steps.

Or
- To add rows, click Add. There is no limit to the number of rows that can be added. The vertical scroll bar displays when additional rows are added.
- To delete rows, click Trash (). This option is disabled if there is only one row displaying in the panel.
- To clear rows, click Clear All. The page is restored to the default view.
Click Apply. This option is disabled if any box is invalid.

Important! All fields on the query panel are required. If you click Apply before entering a value in each box, an error message appears.

Note: You must click Apply after adding or updating the search criteria for the search results to update and be retained. The search criteria and search results are retained until modified.

The search results are displayed in the Results panel. For more information, see Results.

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