...
...
| Info |
|---|
...
This page is for the Classic Operations App. For the Operations App please see Find. |
| Table of Contents | ||
|---|---|---|
|
Find
...
Query allows you to create basic and advanced queries to help find information in
...
the Operations App. These queries can be saved along with the ability to download advanced queries that have been created by CXT Software.
| Info |
|---|
The Find permissions are required to use Find |
...
Query. SeeUsers (Classic Operations App). |
...
In the
...
toolbar, click Find
...
Query.
...
Basic Finds and Advanced Finds
The Basic Find and Advanced Find tabs allow you to create, save, or execute saved queries.
Use Saved Query
Use the Use Saved Query section to search or select a favorite query to execute.
...
Field Name
...
Description
...
Find Search
...
Click this field to select from a drop-down or begin typing to search for a saved find.
...
Favorites
...
Click this field to select from a drop-down or begin typing to search for a favorite find.
...
Visible when using a saved query.
...
Query Criteria
The Query Criteria section helps create a query.
For Basic Find
Use the following fields to help create a query.
...
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.
...
| Info |
|---|
Requires X Dispatch 21.0 or newer |
Click the red X 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.
| Info |
|---|
For X Dispatch 20.0 or older, you can add only 2 additional criteria for a total of 4 search criteria. |
For Advanced Find
Click the Query Builder icon next to SQL Text to open the Query Builder form.
...
Query Builder
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).
...
Save Query
Save a query you have created or altered in the Save Query section.
Save New
If it is a new query, enter a Filter Name, select a Filter Group, and click the Save icon. If a Filter Group is not selected, the saved query will default to the Unassigned group folder.
Save Changes
To save changes to an existing query, click the Save icon.
| Note |
|---|
Making changes here to a saved query will overwrite the query. |
...
Field Name
...
Description
...
Filter Name
...
Name of the query.
...
Filter Group
...
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 Options
You can select how the Find results will be displayed.
...
Field Name
...
Description
...
Max Records
...
The maximum number of records returned in the results.
| Note |
|---|
Max Records is a required field, and a value between 1 and 32000 must be set for results to be returned. |
...
Report Formats
...
Optional. 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.
...
Query
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
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 |
|---|
...
 | 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. |
 | Export the results to CSV, JSON, TEXT, XLS, or XLSX format. |
...
 | 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. |
...
 | Opens the Adjust Stop Times form to make bulk changes to the Min, Max, and Preferred times of stops in the returned result set. Available when results are related to contract or route stops. |
...
 |
...
 | Run associated reports for the selected Saved Query. Available when a report is associated with the selected Saved Query. |
...
 | Open the Email Find Results form to email the query results.
|
...
 | Open the Select Visible Columns form to hide and/or reorganize columns for the query results. |
...
|
Saved Queries
| Insert excerpt | ||
|---|---|---|
|
...
Finds
CXT Software provides many free finds that can be downloaded into your X Dispatch reporting service in the Finds tab.
...
Field Name
...
Description
...
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
...
Click the download icon to download the find.
Report Formats
QuickBooks exports, driver manifests, shipping labels, and other reports can be found in the Report Formats tab.
...
Field Name
...
Description
...
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
...
The Saved Query Filters tab allows you to view and edit saved queries.
...
| Tip |
|---|
Quick Tips:
|
Filter
Type in the Filter field to search for save queries. This search uses a type ahead feature which filters the results below as you type.
...
Click the green + button 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.
...
Field Name
...
Description
...
Name
...
Name of the query.
...
Group
...
The group that the query is/will be assigned to.
...
Description
...
Description of the query.
...
Click this button to execute the find.
...
Click this button to subscribe to the find.
How to Activate/Deactivate a Saved Query
| Info |
|---|
Requires X Dispatch 21.0 or newer. |
Click on the query to open the edit form. Deactivated saved queries can be found in the “Deactivated” folder.
Click the Activate (+) or Deactivate (-) button at the bottom of the form.
Click the Save button.
Advanced Find Service
...
|
Advanced Find Service
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||||
|---|---|---|---|---|
| ||||
|