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Search and Find

From basic to advanced searching functions in Music Monitor.

Overview

Music Monitor is built on Claris FileMaker, and its powerful searching functions come directly from the capability of that software. Although in most views there is a user interface over the top of the main database, it performs the same searches, and you can usually opt to view and use the native database menu if you wish.

Quick Find

Many key screens have a quick find bar at the top.

If you enter a search term in there, Music Monitor will search for that term in some of the most commonly searched fields in the file you're looking in. It's an easy way to find students in the Students file, for example.

If that doesn't bring up the results you need, see below for more ways to search.

Do Your Own Find

If you can see it, you can search by it!

The Find button in any file allows you to search for any data you have entered in your files.

The Find screen looks just like the List view, except the fields are all blank.

Enter one or more search terms.

For example, if you want to find all Yr 7 students who are enrolled in Trumpet lessons, select 7 in the Yr Lev field, and Trumpet in the Subject field and hit Enter or select Perform Find.

You can add multiple finds together. If you wanted to find the Yr 7 students enrolled in Trumpet or Clarinet, you would fill in the search as above, and then select the green + button to add a new search line. There you would select 7 in the Yr Lev field and Clarinet in the Subject field. Performing that find will bring up the results of both searches in one list.

Simple Search Tips

Perform Find = Press Enter

When you have entered all your search criteria, you can select the Perform Find button in the top bar, or you can also press the Enter key to trigger the search.

Finding Dates

  • When your date includes a year, you must use the full 4-digit number for the year. If you search for the year "26", Music Monitor will look for records dated 26AD, not 2026!

  • To search for records dated any day in a particular month or year, you can simply enter part of the date.

    • For example, to find records dated April 2026, you would enter "4/2026". Music Monitor will replace the entry with "*/4/2026" and find the relevant records.

  • To find records in a date range, use the operator "..." to indicate a range.

    • For example, to find records dated 6 Apr to 12 Apr 2026, you would enter "6/4/2026...12/4/2026"

  • See the next section for more search operators you can use.

Complex Finds

FileMaker allows you to undertake much more advanced finds than this.

Omit Records

If you want to find all your violin players who are not yet enrolled in the orchestra, you can search for all current violin enrolments, and add a new line to omit those who have an orchestra enrolment. The Activity tab in the Students file displays only students' current activity, so you would do your search there.

  1. Go to Home > People > Students

  2. Open any Students record

  3. Select Find in the black top bar

  4. In the Activity tab, under Current Tuition Details, enter "Violin" as the search term under Subject.

  5. Use the green + button to add a new search line.

  6. Select the orchestra under Ensemble Name.

  7. Your two search lines will appear in the left bar. You need to change the orchestra search request to omit those results.

    The left bar shows the Name, Yr, and Campus fields, but these searches don't use those fields, so they appear blank there. If you forget which row contains which search criteria, select the row in the side bar and it will show your search terms in the main window. In this case, the second request contains the orchestra search, so you select the grey Eye icon on that row. The icon will change to show that it is omitted.

  8. Select Perform Find in the top bar or press Enter on your keyboard to perform the search.

Music Monitor will find all students with current violin enrolments, and then omit from the list any that have a current enrolment in the orchestra you selected.

If you have multiple orchestras and you want to omit all of them from your results, you can do this. Instead of selecting the specific orchestra from the drop-down list, click again in the Ensemble field and type "orchestra", and then still go ahead and set that search row to Omit. The find will then omit any results that have the text "orchestra" in their current ensemble enrolments.

Search Operators

FileMaker has a number of operators that allow for more advanced searching. When you use these symbols in a search, they perform a specific function.

Most Find screens have a green Search Hints button that will display the following list.

  • Select the green + button to add a new request

  • Select the Eye icon to toggle between including and omitting the request

  • Select the X icon at the top right of the screen to cancel the Find operation

  • Useful operators:

    • *: not empty (i.e., find records with anything in this field)

    • =: match a whole word (or match empty if nothing follows it)

    • ==: match the entire field

    • "": match the phrase

    • !: find duplicate values

    • <: find values less than

    • >: find values greater than

    • ...: find a range of values

    • //: today's date

So, for example, to find all students with anything entered in their Medical Alert field, you would

  1. Go to Students

  2. Open any individual student record

  3. Select the red Personal & Family Details button

  4. Select Find in that screen

  5. Type an asterisk (*) in the Medical Alert field

  6. Select Perform Find.

To find records that have nothing in a given field, enter an equals sign (=) and nothing else in that field. That operator tells FileMaker to search for exactly what follows the equals sign, which in this case is nothing, so it will find records with nothing in that field.

To search for a range of results, enter three dots in between the two values. For example, enter "14/2/2024...14/7/2024" to search for records that have a value in that date range in the field you're searching.

Note that in FileMaker, dates must have a full 4-digit year, otherwise it will search for the year 24 AD instead of 2024.

Table View

Not every field is visible on the list view screen. But at the bottom of the screen is a Super Users button.

Select that to see a Table View, with many more fields now visible.

All of these fields are, of course, searchable. And if the field you want to search by is still not visible, you can select the Modify button in the top right and modify the table to include it.

If you're adding a field that you want to remain there for future use, you can save your changes. Otherwise, you can modify it for just your use now, but next time you open this view it will no longer be there.

  • Note: Your modifications to this table will be lost when your Music Monitor file is updated. If you want to set up a view that you can continue to use, please contact the support team about options.

The Modify dialogue shows all the fields that are listed in this view, even some that have not been marked visible. You can tick them to include them again. If they're not listed at all, you can use the + button at the bottom to add more.

If you're adding more fields, you even have the option to bring in fields from other tables besides the one you're searching in. For example, if you want to find students based on criteria including awards they have received, you can search in the Students file and include fields from the Awards file.

Modify Results

Even after conducting your Find, you can still work further with the resulting list to get to exactly what you need.

Constrain Your Results

If you forgot to include a particular search criterion, or just want to further refine your results after performing the search, you can restrict the found set to only those that have a certain value in a certain field.

For example, you searched in Tuition Enrolments for Cello students, but you forgot to specify only current enrolments. Find a record in the list that does say Current, right click on the entry in that field, and select Constrain Found Set.

That will filter the list down to only those that say "Current" in the Status field.

Note that some fields block you from clicking in them, in order to prevent changes that would cause problems. You can only constrain by a field if you can click in it.

Omit Some Results

You may wish to just remove some specific results from your list.

In the list view, you can select the Eye icon at the end of a row to omit that record from the list.

You can also use the menu in the top bar.

Make sure the record you want to omit is selected.

  • Tip: In some views, when you select a record it will open the form view. Just select the List icon to return to that view, and the record you opened will be selected.

Then select Records > Omit Record.

You can also omit multiple records in one go, using the option you see there. When you use this function, you will be asked how many records to omit. Once you confirm, the selected record and those below it, up to the number of records you specified, will be omitted. If the number you enter is more than the number of records below the selected one, you will be given the option to just omit the available number instead.

Sort Your List

In some views, you will have a Sort option built into the Music Monitor interface.

And you can always select Records > Sort Records... from the top bar.

The Sort menu looks like this.

The left-hand box shows all available fields. The sort order is shown in the right-hand box.

  • To include a field in the sort, you need to select it on the left and select Move in the middle.

  • To remove a field from the sort, select it on the right and select Clear in the middle.

  • To change the order of the included fields on the right, select the tiny double-arrows before the field name and move it up or down.

Reverse Your Search

If you have found a set of results and now you want to find everything except those in your list, go to the top bar and select Records > Show Omitted Only.

Tag Students

To give you even more flexiblity in finding lists of students, Music Monitor now allows you to temporarily tag students to build up a list with multiple separate searches.

For example, you may perform a find to bring up a list of students, but you don't want to add all of them to your list, so you omit individual students to make a custom list. You can then select to tag all the students on your current list.

You can then find students individually and tag them, and you can perform further searches and tag your resulting lists.

Once you have tagged all the students you want to bring up, select the blue Show tagged records button to bring up all the tagged students in one list.

You now have a Found Set composed of all the students you found in all your searches, and you can do whatever you need to do with the list:

  • Send email

  • Enrol in an ensemble, workshop, excursion

  • Much more

This tagged list will be unique to you. Other Music Monitor users can be creating and using their own tagged lists at the same time.

Once you log out, your tags will be removed. To remove the tags yourself, select the x button at the bottom of the left bar.

Change Views

You will see that when you're in Table View, the top bar changes to a grey one.

That is the native FileMaker menu, without the Music Monitor user interface over the top.

If you select Find on there, you will see the menu look like this.

To add a new search request in this menu bar, instead of using the green + button , you now select New Request.

And instead of having an Eye icon to include or omit search results, you now use the Include or Omit buttons.

Even in the standard view, you always have the option to bring up this menu bar. Go to View > Status Toolbar.

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