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Data Mining allows you to search the client data for various information relating to a client. This can range from the client's address information to details on the clients Personal Tax information or Accounts if it is a business.
Data Mining can be accessed by running through the steps shown below:
Open Practice Management.
Click Launch.
Click Data Mining.
Within columns you can choose, generally prior to searching,
The columns you want to appear on the report. To select a column, enter the desired folder and select as many columns as you would like to see.
This can be done in two ways:
Forms - these access the main client database information and take information mainly from the Client Maintenance screen.
For further information on forms please click here.
Fields - this is more in depth and allows you to look at specific entry totals, for example the Current Personal Tax year pension contribution.
For further information on fields please click here.
Once each set of criteria has been chosen you can Add to List. This means that you can have more than one criteria affecting the search result.
When you are happy with the criteria that you have, click on Find Now and this will search for the matching clients.
From this list, you can:
Select - if you are using AutoMail to do a mail shot.
File | Save - search Save the search for future reference.
Print - print the current search result.
Export - export the list to a CSV file.
Client Maintenance - right-click on a client and choose this to get details of the client up.
New Search - will reset all criteria settings and allow you to start again.
If you do not have a PM licence and are accessing Data Mining from AutoMail then the Form/Fields available to you are reduced.
Once creating a search within data mining, it is possible to save this search so it can be quickly and easily be retrieved when needed.
This can be achieved by going to File | Save Search
To open a previously saved search, go to File | Open Search
As well as searches you have saved, there are a multitude of Standard IRIS searches setup already.
For further information on saved searches in data mining, click here.