Path: Search > Person > Perform Search
ALL Summary Reports MUST have a Primary selection
The detail of the primary record will automatically be selected
If the Primary record is an alias and the Name of Record was in selection, this record will automatically be selected as well.
A Primary selection will make the Summary Report buttons visible at the top of the screen
To retain your current selection AND perform another search, click the Add to Summary Report Profiles
When the Primary selection is unavailable, there is already a primary selection in the Selection Report Profile. Select detail and add this selection to the Summary Report Profile, Go to Summary Report Profile screen to de-select and re-select the desired Primary.
Use Clear All button in the Summary Report Profile to make the Primary selection available on the Person Search Results screen.
To generate the actual Summary Report
This button will display the Person Search Summary Report Criteria pop-up window.
The actual Summary Report will appear in a new window using Adobe pdf format.
Add to Summary Report Profiles
To add the current selections to a 'holding' area called the Summary Report Profile.
This button will save the detail selections into the Summary Report Profiles
By saving the current selection, multiple searches may be performed while retaining the current selections.
The selections will be highlighted in yellow and unable to be de-selected.
To de-select, click Go to Summary Reports Profile
These selections are now saved, click [Refine Search] or [New Search] to continue a different/new search.
If a new search returns results already in your Summary Profile, these will be indicated by being highlighted in yellow and unable to de-select the detail.
Refine search will display the search screen (Basic or Advanced) with the most recent search criteria already filled in
New Search will display a clear search screen (Basic or Advanced)
Displays the screen listing only the selections that have been added to the 'holding' area.
Brings user to the Summary Report Profiles screen listing the Primary and Detail sections which have been added using the Add to Summary Report Profiles button.