Find (BETA)

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.

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.

Max Records

The maximum number of records returned in the results.

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.

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.

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.

Name

Name of the query.

Group

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

Description

Description of the query.

Run

Run the query.

Subscribe

Subscribe to the query.

Deactivate

Deactivate the query.

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.

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.