Advanced Searches

with Appropriate permissions:

Advanced Search allows you to identify and save a unique cohorts of students based on your search parameters. The search results are used as the foundation for building Appointment Campaigns, sending communications, or tracking student progress. Queries pull lists of current students that fit the search parameters. Information in the Advanced Search results reflect current student data.

The basic search functionality allows you to search by Keywords. The additional filter drawers allow you to create more nuanced searches. They can be used alone or in conjunction with other filters - both within and across drawers - to build your customized search. Some filter fields need you to enter text; others provide options in a drop-down menu.

How Does Advanced Search Logic Work?

Advanced Search uses different logic statements to build queries. Most search filters create AND statements. As you build a search, the query identifies students that satisfy all of your search parameters.

  • Example. A search for Major: Biology AND Performance Data: Min Cum. GPA (2.0) and Max Cum. GPA (2.5) pulls a list of biology majors with a cumulative GPA range from 2.0-2.5.

There are some filters that create OR statements. OR statements let you make multiple selections in a given field to increase the scope of your search. These search fields are indicated by "(In Any of these)" in the title.

Filters that allow you to make OR statements (refer to the right-hand side in this section):

  • Category

  • Tag

  • Enrollment Term

  • College/School

  • Major

  • Concentration

  • Degree

  • Classification

  • Post Degree Goal

  • Favorite Fields

  • Favorite Majors

  • Predicted Support Level

    • Example. Major: Biology OR Chemistry AND Enrollment Term: Spring 2022. This search pulls a list of students enrolled in Spring 22 who are majoring in Biology or Chemistry.

You can also create logic statements within a given field. These filters are identified via a plus sign icon, which expands the field when selected.

While "In Any of these" fields allow for more inclusive searches, selections made in "In All of these" or in "In None of these" fields narrow down the scope of a search.

  • Note. While Advanced Search does not display historical data for students in the resulting list, you can create parameters based on historical conditions.

The following drawers contain filters that allow you to query based on data defined on a term-by-term basis:

  • Enrollment History

  • Term Data

  • Course Data

    • Example. Enrollment Term: Spring 2021 AND Course Data: ENG-101. This search pulls a list of current students who were in ENG-101 in Spring 2021. The resulting data on those students will also be reflective of their current term information, not the information specific to Spring 2021.


The following drawers contain information based on the student's activity in Navigate:

  • Goals & Interests

  • Academic Plan

  • Polls

Note about Polls: This is information from a Quick Poll and the Intake Survey a student takes when they first log in to Navigate. The Intake Survey can be retaken at any time.

Once you have selected the search fields, click Search. The results display the current information for the students that fit the parameters of your search, which are displayed across the top.

From here, you can take action.

  • Perform a task via the Actions menu with one, several, or all the students on this list, such as sending a Message, adding to an Appointment Campaign, or creating a Student List.

  • Create a Saved Search by clicking the Save button next to the Unsaved Student Search title. You can also access previous saved searches from this page.

  • Modify the search. If you want to add to the original parameters selected, you can select Modify Search to return to the filter drawer view. You can also remove an existing parameter by clicking on the X icon to the right of each selection.