Data Reporting Options for the Operations App

Owned by Michelle Cabaya (Unlicensed)
Last updated: Dec 14, 2023
4 min read

There are several options available for data reporting/exporting. 

Basic / Advanced Find Query and Export

A Basic Find is best suited for times when a basic returned dataset is required 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 verify the information. For example, a customer contacts you asking for a day's worth of data for them.

Find in the Classic Operations App

  1. Run your query. 

  2. Click Export. 

  3. Save the file. See How To Save Files To Your Computer From Cloud.

Find Query

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

  1. Run your query. 

     

  2. 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 with ongoing information.

 

You can also use the Subscription service in the Find that will generate an email, on a schedule, with the results. 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. 

 

X Stream 

By deploying an X Stream Definition, you have the ability to automatically run an Advanced Find on a schedule and use FTP to transfer the data to yourself or to a selected endpoint. 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. 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 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).

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.