Search is designed to help you quickly find the items you're looking for, even when you don't know the exact name or code. You can search by names, codes, and other identifying information, and use search operators to narrow down your results.

Here are some tips to help you get the most out of search.

Searches search for more than just the entity name

For example, searching rates for:

Summer

could return results containing where a rateset name, rate set code, or rate code match the search term.

This is particularly useful if you need to search beyond just the name of an entity.

Use AND and OR operators

Search operators give you more control over your results when a simple search isn't enough. The default operator if none is provided is OR. For example peak demand returns results for peak OR demand.

Operators such as +, |, and - specify the Boolean logic used to interpret text in the query string.

Require a term with +

Use + to require a term to be present in the results.

For example:

peak +demand

finds results containing both peak AND demand.

Exclude a term with -

Use - to exclude results containing a particular term.

For example:

peak -summer

finds results containing peak, or results which exclude  summer.

You can combine multiple exclusions:

peak -summer -winter

Search for either term with |

Use | to search for either of two terms.

For example:

peak | offpeak

finds results matching peak or offpeak.

You can combine this with other operators to make a more targeted search:

rate +(peak | offpeak)

Search for an exact phrase with "

Put multiple words inside quotation marks to search for them as a phrase.

For example:

"peak demand"

looks for peak demand as a phrase rather than treating the two words independently.

Group searches with parentheses

Use ( and ) to group terms and control how operators are applied.

For example:

(peak | offpeak) -summer

finds results containing peak or offpeak, while excluding results containing summer.

Combine operators

Operators can be combined to build very specific searches.

For example:

(peak | offpeak) +demand -summer

finds results that contain peak or offpeak, must also contain demand, and must not contain summer.

You don't need to use operators for everyday searches. They are most useful when you have too many results and want to narrow them down quickly.

Use wildcards

Wildcards let you search for patterns when you know only part of a value.

Use * to match zero or more characters.

For example:

peak*

could find values such as:

• peak

• peak Demand

• peak Rate

• peak Summer

You can also use a wildcard within a search term. For example:

*peak*

can find values where peak appears anywhere in the text.

Tip: Wildcards are useful when you know part of a value but aren't sure how the rest is written.

Exclude results with -

Use the - symbol to exclude results containing a particular term. For example:

peak -summer

will return results matching peak, OR results excluding summer.

To be extra specific you could use

peak +-summer

Which will return results that match peak AND exclude summer.

You can combine multiple exclusions:

peak -summer -winter

This can be useful for narrowing down a large set of results.

Combine terms to narrow your search

Use multiple search terms to make your results more specific.

For example:

peak demand

will narrow the results to items that match  peak OR demand.

"peak demand"

will narrow results to items that match "peak demand" .

peak+demand

will narrow results to items that match both peak AND demand.

This is useful when a single search term returns too many results.

Search by name or code

Where supported, you can search across multiple identifiers at once. For example, when searching rate sets, you can search using:

• Rate set names

• Rate set codes

• Rate codes

This means you don't need to know whether the value you're looking for is a name or a code. Just enter what you know and let search find the matching results.

Start broad, then narrow down

If you're not sure of the exact value, start with a short or broad search term and refine it as needed.

For example:

peak

If there are too many results, try:

peak demand

Or exclude results you don't need:

peak -summer

This approach is often faster than trying to guess the exact name or code.

Search tips at a glance

Start with what you know, then refine. You don't need to know the exact name or code to find what you're looking for. Use partial terms, wildcards, and exclusions to quickly narrow down your results.

Search results can differ between lists and type-ahead fields

Not all search boxes search the same information.

• When you search from a list — for example, the Rate Sets home page — search looks across a wide range of fields, including names, codes, and other identifying information, as described above.

• When you search from a type-ahead field — for example, when selecting a rate set for a form like the forecast page — search looks at names only.

• When you search from a type-ahead field, at least three characters are required before the search is kicked off. So AU won't trigger a search, but AU* will.

We've done this to make searching in forms really fast. Because of this, the same search term may return different results depending on where you search from.

For example, searching for Summer on the Rate Sets home page might return rate sets where Summer appears in a code or other field, even if it's not in the name.

Searching for the same term in a type-ahead field on a form will only return rate sets with Summer in the name.