Requires X Dispatch 20.0 or newer. |
Find(BETA) allows you to create basic and advanced queries to help find information in X Dispatch. These queries can be saved along with the ability to download advanced queries that have been created by CXT Software.
The Find permissions are required to use Find(BETA). See Users (Classic Operations App). |
In the X Dispatch toolbar, click Find (BETA).
The Query tab allows you to create, save, or execute saved queries.
Use the Use Saved Query section to search or select a favorite query to execute.
Field Name | Description |
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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. |
The Query section helps create a query.
Use the following fields to help create a query.
In X Dispatch 21.1 or newer, 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 | |
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Find | Select what you would like to search for. The Basic Find allows you to pick from the following:
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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:
The following are available operators if Where are number or date values.
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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. ExampleYou want to only show the orders placed yesterday for a customer. | |
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.
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Click Switch to Advanced in the Query section to create advanced finds.
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).
You can select how the Find results will be displayed.
Field Name | Description | |
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Max Records | The maximum number of records returned in the results.
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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. | |
Include Invoiced Records | When checked, invoiced records will be included in the results. |
You can save a new query or update an existing one.
The Save icon is enabled when the Filter Name is entered.
Making changes here to a saved query will overwrite the query. |
Field Name | Description |
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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. |
After you have run a successful query, you will have a few additional options in the icon bar above the results.
Icon | Description | |
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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.
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Open the Select Visible Columns form to hide and/or reorganize columns for the query results.
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The Saved Query Filters tab allows you to view and edit saved queries.
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.
Click the + button on the right to create a new folder.
Click on a group to edit the group name or delete a folder.
All queries in the deleted group will be moved to the Unassigned group. |
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 |
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Name | Name of the query. |
Group | The group that the query is/will be assigned to. |
Description | Description of the query. |
Field Name | Description |
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Run | Run the query. |
Subscribe | Subscribe to the query. |
Deactivate | Deactivate the query. |
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 action menu on the left of the form and select Activate or Deactivate.
Click the Save button.
The Advanced Find Service is a list of downloadable reports and queries created by CXT Software.
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 tab.
Field Name | Description |
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Title | Name of the find. |
Status |
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Action | Click the download icon to download the find. |
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.
Field Name | Description |
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Title | Name of the report. |
Status |
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Action | Click the download icon to download the report format. |
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