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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: US Regimes & Connectivity

Display Columns

Once the filters in the “ISF Search” header have been filled out,
move
 to the “Display Fields” section of the screen.
Display fields
Description
Source Columns
Includes all column headers matching the source chosen in the “Source” header filter. Any or all of these columns can be added to a query.
Display Columns
Includes all column headers selected to be part of the query.

Moving Source Columns to Display Columns

To
move
 a Source Column to the “Display Columns” section,
perform one
 of the following two methods:
  • Click
     on the column name to be added, and then
    click
     the right arrow button. The single arrow will move only the selected column. The double arrow will move all columns.
  • Click and drag
     the column name from “Source Columns” to “Display Columns”.

Rearranging Display Columns

Once all the columns for the query have been selected and moved to “Display Columns”,
review
 the order of column headers to determine if they are in the right order.
To
rearrange
 the order of display columns, the user can
click and drag
 to the correct order or
use the up and down arrows
 on the far right.
To
return
 a display column to “Source Columns”, either
click and drag
 the Display Column or
use the left arrows
 in the middle of the section.
Once all fields are selected and ordered,
view
 the data set created in the “Report Fields” section of the screen.

Search Fields

When a new search is created, its query results will appear under a “New Search” tab located at the bottom of the “ISF Search” screen. “New Search” indicates that this is a new search that has not yet been saved. For more information about saving searches,
refer
 to the “Savings Searches” section of this User Guide.
Once a data set is created, the user can search for key information contained within the data set by utilizing the searching capabilities in the “Search Fields” section.
Add New Parameter
To
add
 a new parameter,
click
 “Add New Parameter”.
Clicking
 “Add New Parameter” will enable the search criteria fields. The selections in the “Search Parameter” drop-down will be driven by the fields selected when the data set was created. The fields displayed in the drop-down will match the column names included in the data set in the “Report Fields” section.
Choose
 a Search Parameter from the drop-down.
After a Search Parameter is set,
click
 on the “Comparison” drop-down and
choose
 a search parameter to use in the query. The Comparison will help define what the search will look for.
Next,
enter
 a value. This value is what the search will look for, based on the parameters set.
After all fields have been set,
click
 “Insert” to add the parameter or “Cancel” to drop all changes.
Once “Insert” is clicked, the query will run. All items matching the query will be highlighted in the “New Search” grid located at the bottom of the screen.
More search parameters can be set following the steps listed above.
Modifying an Existing Parameter
To
modify
 an existing search parameter,
go
 to the “Current Search Criteria” section,
choose
 a search parameter to modify, and then
click
 “Edit”.
Make any necessary changes
, and then
click
 “Update”.
Removing an Existing Search Parameter
To
remove
 an existing search parameter,
go
 to the “Current Search Criteria” section,
choose
 a search parameter to remove, and then
click
 “Remove”.

Saved Searches

Once search parameters are defined, a search can be saved for future use.
To
save
 a search,
return
 to the “Display Fields” section of the “ISF Search” screen and then
click
 “Save Search”.
Clicking
 “Save Search” will open the “Save Search” pop-up.
Complete
 all required fields, and then
click
 “Save Search”.
For information on how to locate a saved search,
refer
 to the “Retrieving Saved Searches” section of this User Guide.
Save New Search to Existing Category
To
save
 the search under an existing category,
click
 the “Use Existing” button and then
choose
 a category from the corresponding drop-down. The tab name in the “Report Fields” section will change to the name of the newly saved search.
Save New Search to New Category
To
save
 the search under a new category,
click
 the “Create New” button and
name
 the new category.
Sharing a Search
To
share
 a search with other ONESOURCE ISF users,
click
 on the “Share this search?” drop-down and
click
 “Yes”.
Search Descriptions
Searchable descriptions can be included to make it easier to find a specific saved search. Once saved, key words in the description can be used to locate similar searches or to find a saved search.

Retrieving Saved Searches

To
open
 a saved search,
return
 to the “Display Fields” section of the “ISF Search” screen and then
click
 “Select Search”.
Clicking
 “Select Search” will open the “Saved Searches” pop-up. The available tabs are search categories created by the user plus the “Shared Searches” shared among other system users.
To
open
 a search,
choose
 a search from the list and
click
 its corresponding link on the left.
Saved searches can be reviewed, modified, or copied as a baseline for a new search.
To
modify
 an existing search,
open
 the search as described in the “Retrieving Saved Searches” section of this User Guide.
Once the search has loaded,
modify
 the search parameters as listed in the “Search Fields” section of this User Guide.
If the name, shared status, or description needs to change,
click
 “Edit Search”.
Clicking
 “Edit Search” will open the “Edit Search” pop-up.
Make any necessary changes
, and then
click
 “Update Search” to save.
To
copy
 a saved search,
open
 the search as described in the “Retrieving Saved Searches” section of this User Guide. Once the search has loaded,
click
 “Copy Search to New”.
Make any necessary changes and save
.
To begin a new search,
click
 on the “New Search” tab in the “Report Fields” section.
Build
 a new search and
add
 new search parameters as explained in the “Using ISF Search” section of this User Guide.

Extracting ISF Search Data

The “Export” link on the “ISF Search” screen allows the user to create an Excel spreadsheet that contains all of the query results. Selecting the “Export” option at the top of the screen extracts the result into an Excel spreadsheet that can be downloaded and saved locally.
important
You can extract up to 1 million results in a single operation. If you need to extract more than 1 million results, contact your system administrator for assistance.
The “Reset Search” option resets the “ISF Search” screen and clears all search parameters and/or selected saved searches from the screen. This feature allows the user to start a new search from scratch at any time.

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