•Use basic Search page filters to find data within a specific module.

•Use Search advanced to build more complex filter combinations.

•Save searches so you can reuse them or share them with your team.

•Once your search is completed, view results in a grid, and if needed, adjust filters to narrow down what is displayed.

•Use basic Search when data comes from a single source.

•Use Search advanced when you need complex filtering or data from multiple sources.

•Use grid filters to quickly refine results when working with a smaller result set, for example, finding emails from a specific sender.

•Grid filtering is especially efficient after an initial search has already narrowed the results.