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There
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are several options available
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for data reporting/exporting
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.
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Basic / Advanced Find
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Query and
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Export
A Basic Find is best suited for times when a basic returned dataset is required
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whereas an Advanced Find allows you to write your own query to return the data you need using an editor which lists each table and the columns for each table in the windows at the bottom to help write queries for the Advanced Find.
Basic Find
Basic Find would be used most often when you need a small data sample to
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verify the information.
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For example
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, a customer contacts you asking for a day's worth of data for them.
(For this example we will find orders, where the customer id = 9999 and date ordered, is in a date range)
Run your query
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Click Export
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Find in the Classic Operations App
Run your query.
Click Export.
Save the file. See How To Save Files To Your Computer From Cloud
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The second part of this option is to use an Advanced find. The Advanced find will allow you to write your own query to return the data you need. You export the same way you do a Basic Find. The advanced find query editor lists each table and the columns for each table in the boxes at the bottom. This will assist when writing queries for the advanced find.
The Advanced find query editor lists each table and the columns for each table in the windows at the bottom. This will assist when writing queries for the advanced find.
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Find Query
You must have set up a message format with the Message Type of “Email Find Results” set up.
Run your query.
Email the Find Report.
Advanced Find
An Advanced Find is often used when you need to retrieve specific information or have advanced functions performed on the data. The most common examples are for reports you run once a week or specific time intervals to pull larger datasets to provide customers
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with ongoing information.
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Here is an example of an Advanced find to retrieve the last 10 orders placed on your system using the following SQL syntax:
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SELECT TOP 10 * FROM qryOrder AS O WITH (NOLOCK) ORDER BY O.OrderDate DESC |
You can also use
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the Subscription service in the Find that will generate an email, on a schedule, with the results.
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The Subscribe method is used to automatically email data to your customers or yourself, as a form of automated reporting. Please see Find > Query Definition Subscriptions or Find (BETA) Subscriptions for setup instructions.
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X
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Stream
By deploying an X
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Stream Definition, you have the ability to automatically run
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an Advanced Find on a schedule and use FTP to transfer the data to yourself or to a selected endpoint.
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The export can be configured to run on a schedule and allows you the ability to write a query to return data in the format you require.
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Once you have validated that the data is returned in the expected format, you then save the query and update the X Stream definition with the name of the query you want it to export the results for.
Deployment of this method can be implemented by support quickly, full instructions here to set up additional definitions for multiple exports. Please open a support ticket to inquire about this method.
Below is an example of this X Stream Definition
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See Advanced Find automation X Stream Definition. Another option that can be used with X Stream is to have Technical Support or Professional services create a new stored procedure and deploy it for use. This is custom work and is subject to billable charges. Please open a support ticket to inquire about using X Stream.
Web
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We offer Web services that can be used to push and ingest data. Web services require developer skills. CXT Software offers developer consultation for assistance understanding and consuming our public API's.
We offer our standard Web API: XMLListener. This option works well for on-demand and some routed work. This is available to all customers running X Internet. More information can be found here and here.
We also offer a Web Service called the Ingest Service. This service requires a recurring monthly cost, adds a larger list of methods that better handle routed work. (Please open a ticket with Support for more information)
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Services
Our web service allows for consistent integrations and services, making it easier for third parties to integrate with the CXT Software suite. It is accessible by both REST and SOAP and accepts both XML and JSON requests. See Web Services/API Information (v2)
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Remote SQL access
This option is only for Cloud customers who are on the dedicated edition. Dedicated is intended for large companies with thousands of drivers, workstations, integrations and massive data sets. Dedicated is an upgraded edition in Cloud, and can be purchased by contacting your sales representative for details and pricing. Once a client has upgraded to dedicated, Remote SQL Access can be purchased for an additional monthly fee.
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Integrations are a billable service, with a monthly recurring cost. Please contact Technical Support for more information. |
Additional Options
If the above options do not meet your needs, please reach out to Technical Support or your Client Success Manager to discuss other options.