Find

Owned by Michelle Cabaya (Unlicensed)
Last updated: Aug 21, 2023
7 min read

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

Find 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.

The Find permissions are required to use Find. See Users.

In the left navigation, click the magnifying glass.

Query

The Query tab allows 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

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

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

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.

 

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 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).

Options

You can select how the Find results will be displayed.

Field Name

Description

Field Name

Description

Max Records

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

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.

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

Field Name

Description

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 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

Icon

Description

 

 

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 Query Filters

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

Search

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 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.

How to Edit a Saved Query

Click on a query to open the edit form.

Field Name

Description

Field Name

Description

Name

Name of the query.

Group

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

Description

Description of the query.

Action Menu

Field Name

Description

Field Name

Description

Run

Run the query.

Subscribe

Subscribe to the query.

Deactivate

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.

Advanced Find Service

The Advanced Find Service 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 tab.

Field Name

Description

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 when Report Formats is the selected filter of the Advanced Find Service tab.

Field Name

Description

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

Click the download icon to download the report format.