Versions Compared

Old Version 9

changes.mady.by.user Michelle Cabaya

Saved on

compared with

New Version 10

changes.mady.by.user Michelle Cabaya

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This page is for the Operations App. For the Classic Operations App please see Find Query (BETAClassic Operations App).

Table of Contents
excludeExample

...

Info

The Find permissions are required to use Find. SeeUsers.

In the left navigation, click the magnifying glassgo to Find Query.

...

Query

Excerpt
nameQuery

The Query tab allows you to create, save, or execute saved queries.

Use Saved Query

Use the Use Saved Query section Find Search or Favorites to search or select a favorite query to execute.

Image RemovedImage Added

Field Name

Description

Find Search

Click this field to search and select from a drop-down or begin typing to search for a saved find.

Favorites

Click this field to search and select from a drop-down or begin typing to search for a favorite find.

Query

The Query section helps create a query.

For Basic Find

Image Removed

Basic Find

Select Basic Find to create basic finds. This is the default option.

Image Added

Use the following fields to help create a query.

If the query criteria does not include date parameters, a default date range of +/- 30 days is applied in order to avoid performance issues from extremely large result sets. on demand orders will be based on Date Ready and route stops will be based on Post Date."

Field Name

Description

Find

Select what you would like to search for.  The Basic Find allows you to pick from the following:

  • Address

  • Customer

  • Contract Stops

  • Driver

  • Order

  • Recurring Order

  • Route Stop

  • Task

Where

Select the field name of the data you would like to search for.  The list of fields will vary depending on what you have selected for Find.

Operator

Select an operator for your search criteria.  The Basic Find allows you to pick from the following:

  • Begins With

  • Contains

  • Equals

  • Does Not Equal

The following are available operators if Where are number or date values.

  • Greater Than

  • Greater Than Or Equal To

  • Less Than

  • Less Than Or Equal To

Value

Enter or select the value for the search criteria you are looking for.  Depending on what you are searching for, this field can accept a number, date, or text. 

And/Or

If you need to add additional search criteria, you can select AND or OR.  

Example

You want to only show the orders placed yesterday for a customer.

Image RemovedImage Added

Image Removed

Click the delete icon on the right side of the search screen for any lines of criteria you would like to remove. + Add Additional Criteria

Click to add additional search criteria.

For

Advanced Find

Click Switch to Advanced in the Query section Select Advanced Find to create advanced finds.

Image RemovedImage Added

Enter the SQL statement you would like to use for your Advanced Find in the SQL Text field. You can use the filters below to help create the SQL statement by filtering the SQL syntax, database table, and column (this is populated based on the database table selected).

Note

Advanced finds that take longer than 2 minutes to display results will be stopped automatically to avoid performance issues in your system. An error message will be displayed advising the query was terminated and the transaction timed out.

Options

You can select how the Find results will be displayed.

Image RemovedImage Added

Field Name

Description

Include Invoiced Records

When checked, invoiced records will be included in the results.

Max Records

Required. The maximum number of records returned in the results.

Note

A value between 1 and 32000 must be set for results to be returned. The default value is 1000. A higher number of results can negatively impact the performance of the Operations App.

Report Formats

Selected report format for the results.

Allow Text Wrap

When enabled, allow text to flow to the line below so that all the data is visible.

When disabled, text is displayed in one line and all data may not be visible.

Include Invoiced Records

When checked, invoiced records will be included in the results.

Save Query

You can save a new query or update an existing one by clicking on the save icon in the bottom right.

Image RemovedImage Added

The Save icon is enabled when the Filter Name is entered.

Note

Making changes here to a saved query will overwrite the query.

Field Name

Description

Filter Name

Name of the query.

Filter Group Query

The group that the query is/will be assigned to.

Description

Description of the query.

Save As Favorite

If checked, the query will be saved as a Favorite.

Query Result Options

After you have run a successful query, you will have a few additional options in the icon bar above the results.

...

Icon

Description

Image Removed
Image Added

Bulk trigger status event SQL for the result set. Available status event SQL that can be triggered will be displayed.

Available when results are related to orders or route stops.

Image Removed
Image Added

Export the results to CSV, JSON, TEXT, XLS, or XLSX format.

Image Removed
Image Added

Opens the Bulk Rate Update form to make bulk rating, or driver pay adjustments to the orders or route stops in the result set. See Bulk Rate Update.

Available when results are related to orders or route stops.

Image Modified

Opens the Adjust Stop Times form to make bulk changes to the Min, Max, and Preferred times of stops in the returned result set. See Adjustment Stop Times.

Available when results are related to contract or route stops.

Image Removed
Image Added

Run associated reports for the selected Saved Query.

Available when a report is associated with the selected Saved Query.

Image Removed
Image Added

Open the Email Find Results form to email the query results.

Note

You must have set up a message formats with the Message Type of “Email Find Results” set up.

Image Removed
Image Added

Open the Select Visible Columns form to hide and/or reorganize columns for the query results.

If a Saved Query was ran, this will be applied to all future query results, exports, and subscriptions associated with the Saved Query.

...

Query Management

Action Menu

Deactivate

You can use the action menu on the left to run, subscribe, or activate/deactivate the query.

How to Activate/Deactivate a Saved Query

  1. Click on the query to open the edit form. Deactivated saved queries can be found in the “Deactivated” folder.

  2. Click the action menu on the left of the form and select Activate or Deactivate.

  3. Click the Save button.

Excerpt
nameSaved Queries

The Saved Queries Query Management tab allows you to view and edit saved queries.

Image RemovedImage Added
Tip

Quick Tip: Double click a query to open in the appropriate tab.

Type in the Search field to search for save queries. This search uses a type ahead feature which filters the results below as you type.

How to Create a New Group Folder

Click the + button add icon on the right to create a new folder.

How to Edit a Group

Click on a group to edit the group name or delete a folder.

Note

All queries in the deleted group will be moved to the Unassigned group.

How to Edit a Saved Query

Tip

Quick Tip: Drag and drop saved queries into different folders to move them.

Click on a query to open the edit form.

Image Removed

Field Name

Description

Name

Name of the query.

Group

The group that the query is/will be assigned to.

Description

Description of the query.

Field Name

Description

Run

Run the query.

Subscribe

Subscribe to the query.

Deactivate

...

Update Finds/Reports

Excerpt
nameAdvanced Find Service

The Advanced Find Service Update Finds/Reports is a list of downloadable reports and queries created by CXT Software.

Finds

CXT Software provides many free finds that can be downloaded into your Operations App reporting service when Finds is the selected filter of the Advanced Find Service theUpdated Finds/Reports tab.

Image RemovedImage Added

Field Name

Description

Action

Image Added

Click the download icon to download the find.

Title

Name of the find.

Status

  • New Version Available - There is a new version of the find.

  • Available For Download - A find that is not in your system.

  • Up-To-Date - The find is current.

Action

Image Removed

Click the download icon to download the find.

Report Formats

QuickBooks exports, driver manifests, shipping labels, and other reports can be found when Report Formats is the selected filter of the Advanced Find Service tab.

Image RemovedImage Added

Field Name

Description

Action

Image Added

Click the download icon to download the report format.

Title

Name of the report.

Status

  • New Version Available - There is a new version of the report format.

  • Available For Download - A report format that is not in your system.

  • Up-To-Date - The report format is current.

Action

Image RemovedClick the download icon to download the report format

  • .

Page Properties
hiddentrue

Related pages

CXTU Courses/Lessons

  • CSR Role Training: Addresses

  • CSR Role Training: Reporting

  • Administrator Role Training: Reporting