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How to conduct advanced searches and build reports in GEMS.

Searching and Reporting

In this video we explore how to use the Advanced Search in GEMS.

Video – Using Advanced Searching, Screen Level Searches and More

Advanced Searching in GEMS

Deleting Saved Searches and Searching for Custom Fields

A guide to removing "Favorite" status from an existing Saved Search

How to Remove a Saved Search as a Favorite

In this video explore GEMS Dashboards and how to use searches

Video - GEMS Dashboards

Guides on how to best utilize the Advanced Search in GEMS to find the data that is needed.

Using the Advanced Search

In this video how to create, duplicate and schedule template reports is explored.

Video – Creating Reports, Duplicating Sample Reports & Scheduling Reports

In this video how to implement formula and use templates is explored in relation to reporting.

Video - Reporting Implementing Formula & Using Word Templates

Build an Advanced Report within the Reporting Module using an existing Saved Search

Use a Saved Search within a Report

Register of Directors

Register of Allotments

How to run a report that produces a register of secretaries for single or multiple entities

Register of Secretaries

Run a Reporting Module Report to Reflect a Past Date

Minuting New Appointments

Register of Members

Run a Business Change Report

Guides on how to build Advanced Reports using the GEMS Reporting Module, as well as Assembly reports

Report Template Building

A guide to changing the displayed columns within Lookup Lists

How to Change Lookup List Columns

A guide to modifying the searches behind the Find a Business Entity/Company, Find a Person, Find a Report, and Find a Document tiles.

Change the Home Hub Tiles Searches (Admin Only)

Guides to changing search results in preset areas of GEMS

Change How Search Results Display

Create a custom design with text, images, and links

GEMS Academy

GEMS Webinar Schedule

Find answers and get help from Intercom Support and Community Experts

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