Advanced Selection

Advanced selection is a feature that can be used when compiling lists and reports. It is available for generating compilations of organizations, persons, and subscriptions.

Actions

New Selection

Select the criteria you wish to search on. Confirm that these criteria form the new selection for the search by clicking the “New Selection” button. The search results will be based solely on the criteria specified in the new selection.

Add to Selection

This function requires that a search has already been performed; otherwise, the button is disabled. If you want to expand the selection, you can now add these criteria. Mark the criteria you wish to include, then click the “Add to Selection” button. The results from these additional criteria will be added to the previous search.

Exempt from Selection

This function also requires that a search has already been performed; if not, the button is disabled. To narrow down the selection, mark the criteria you do not want included in the search, then click the “Exempt from Selection” button. The search results corresponding to these criteria will be removed from the previous results.

Intersection

This function requires that a search has already been performed; if not, the button is disabled. It returns only the elements common to both selections (the mathematical “intersection”).

Example:

First, create a selection of persons aged 1 to 37 years.

Then modify the selection to persons aged 35 to 99 years and click the “Intersection” button.

The result is a selection of persons aged 35 to 37 years.
An example use of the Intersection function is evaluating a campaign by selecting persons with a trial subscription and then intersecting that with persons who have a paid subscription that expires after the trial period.

Clean

This function removes all previously marked search criteria.

Some Criteria in Advanced Selection

• Total Debt Larger Than:
  Enter the minimum debt (in SEK) that customers must have to be selected. This debt refers to the amount on the customer account and the debited amount. It corresponds to the “Total Debt” on the financial tab of the person/organization card.

• Turnover Between:
  Specify the turnover range (in SEK) within which the customers’ amounts should fall. The data is retrieved from the person/organization cards, under the “Previous Purchases” tab.

• Date Range:
  Use the date picker to specify the date range within which the purchases must have been registered in BRP.

• Multiple Subscriptions:
  The search selects all persons who use more than one subscription. Depending on subsequent parameter selections, it chooses persons who have multiple subscriptions debited via autogiro or who are users of several subscriptions of the same product.

• Subscription:
  Depending on the other parameters, it selects persons who are linked to the product type “Subscription.”

• Valid:
  Assumes the “Subscription” field is checked. From the selected subscriptions, it chooses those that have been debited through today’s date.

• Invalid:
  Assumes the “Subscription” field is checked. From the selected subscriptions, it chooses those that have not been debited through today’s date.

• Expires:
  Assumes the “Subscription” field is checked. Specify the date range within which the subscriptions should expire, i.e., when the “bound until” date occurs.

• Do Not Renew Automatically:
  Assumes that the “Subscription” and “Expires” fields are checked. Select the subscriptions where “Renew Automatically” is not checked and where the binding period expires within the date range specified under “Expires.”

• Has Paid Registration Fee (legacy):
  Selects those who have, or have not, paid a registration fee.