How to Refine Basic Search in the Agent Web Console

Basic search allows insight into customer data. However, sometimes search results are vast and dense. The following are methods for refining the basic search to arrive at target data faster.

Date Search

To perform a Basic Search using a single date, in the search field at the top-right of any page in the console next to the navigation bar, enter a date in one of the following formats: m/d/yy or m/d/yyyy eg: 6/3/19 or 6/3/2019. You will be taken to the Search page where a list of results will appear. To the left, the start and end date range will be the same date.

On the Search page, you can search for a date range in the format transaction_date: [YYYY-MM-DD TO YYYY-MM-DD] or for example transaction_date: [2016-02-01 TO 2016-02-08]

Combined Search Terms

If you want to search for a date and a string enter a combination such as 6/30/2019 AND "john doe". If there is more than one transaction that meets the search criteria, they will be displayed in the results. If there is only one result, you will be taken to the Transaction Details page for that transaction.

Searching for 6/30/2019 AND john doe will produce search results that include both the specified date and name. Searching for 6/30/2019 OR john doe will produce search results that include the specified date without the name and the specified name without the date.

Email Search

Searching for either "james" or "domainname.com" will return all transactions with james @domainname.com.

Range Value Search

There may be data that you want to search for as a range such as a Score between zero and twenty-five, or 0-25. To run a search on a range, the upper and lower bounds are included so if you search for a range of score from 0 to 25, the values 0 and 25 are included in the search.

To search for a Score between zero and twenty-five for example, format the query as: score:[0 TO 25].

The square brackets and the capitalized TO are required. The results for this example query would NOT include values above 25 (including fractional ones like 25.00001).

IP Address Range Search

To search for a range of IP (IPv4) addresses, the search utility understands that addresses are 4 decimal values separated by periods and that the value range is 0-255, so a generic IP address search query for an IP address range is formatted: ipad:[X.X.X.0 TO X.X.X.255].

The "class" of IPv4 addresses is also understood. So to search for the entire class D network the query would be formatted: ipad:[127.0.0.0 TO 127.0.0.255].

To match the class A network of 127.0.0.0 you could use: ipad:[127.0.0.0 TO 127.255.255.255].

Order Number Search

To search for a specific order number, enter the order number in the Query Box and press Search.

When searching by order number, you may receive a larger number of results than you expected. This may be due to the number matching other data about orders in the common index. To narrow your search to results that only appear in the Order Number field, format the number like the following example: order_number:MIL-12345-Q.

Transaction ID Search

The process of searching by transaction ID number is the same as searching by order number. Enter the exact transaction ID in the Query Box and press Search.

To search for a specific transaction ID number and receive results that match transaction IDs, use the following example: transaction_id:1235456789.

Payment Brand Search

You may want to conduct a search for transactions by payment brand name such as Visa or MasterCard. Each payment brand name has a recognized abbreviation and the search must be conducted using that abbreviation in all caps such as in the example: brand:VISA.

The following contains the full list of recognized payment Brand Names and their Abbreviations.

• Apple Pay – APAY
• Credit Card – CARD
• PayPal – PYPL
• Check – CHEK
• None – NONE
• Green Dot MoneyPak – GDMP
• Google Checkout – GOOG
• Bill Me Later – BLML
• Gift Card – GIFT
• BPAY – BPAY
• Neteller – NETELLER
• GiroPay – GIROPAY
• ELV – ELV
• Mercade Pago – MERCADE_PAGO
• Single Euro Payments Area – SEPA
• Interac – INTERAC
• Carte Bleue – CARTE_BLEUE
• POLi – POLI
• Skrill/Moneybookers – SKRILL
• Sofort – SOFORT