Creating User/Application Queries

If you often look for the same information, like checking the daily shipped orders, system queries allow you to save the search criteria. These queries function as personalized reports that can be stored within the system. So, when you need that info again, you don't have to search from scratch; you can just use the saved query. This not only saves time but also reduces the chance of errors. In XoroERP system, you can create two types of queries: User Query and Application Query.

The User Queries page shows all of the queries saved from centres by the user to use. The user queries can only be accessed by the user who created them. The Application Queries module shows all the queries saved from the centres. The App Query Centre all queries created in the system regardless of who created them.

When creating a user query, you'll start by performing an advanced search in any centre to extract the necessary data. Within the centre, there's an option to save the query. You can name the query for easy identification, add a description, select the report type, and then save the query.

Creating User Queries

To create User Queries, follow the steps below:

• Pull up any centre (Sales Order Centre, Invoice Centre, Purchase Order Centre, Item Inventory Snapshot etc.) for which you want to save the query.

• Click on “Advanced Search” and add the column names, operators and values which you want to save for the report.

• Then click on the “Save as Query“.

• Enter the “Report name“.

• Enter the “Report description”.

• Enter the Report Type “User”.

• Then Save.

These queries are used only at the user level.

Viewing Saved User Queries

Once saved, User Queries are available in the My Queries module and can only be accessed by the user who created them.

To view saved User Queries, go to: Menu → User → User Queries

The My Queries module displays all user-level queries saved from different centres across the system.

My Queries Fields

Field	Description
Name	Displays the name assigned to the saved query.
Module Name	Displays the centre/module from which the query was created, such as Sales Order Centre or Invoice Centre.
Description	Displays the description entered when the query was saved.
Created by	Displays the user who created the query.

Managing Saved Queries

Users can manage their saved queries directly from the My Queries module.

Delete Query – Click the Delete icon corresponding to a query to permanently remove the saved query from the system.

Note: Deleting a query removes the saved search criteria and the query will no longer be available in the Custom Queries dropdown list.

Creating Application Queries

To create Custom Queries, follow the steps below:

• Pull up any centre for which you want to save the query.

• Click on the “Advanced Search”.

• Add the column names, operators, and values that you want to save for the report.

• Then click on the “Save as Query”.

• Enter the “Report name”.

• Enter the “Report description”.

• Enter the Report Type “Application”.

• Then Save.

Saving Custom Queries

Save it from any centre using Advanced Search.

1. Open the centre you want, such as Sales Order Centre or Invoice Centre.

2. Click Advanced Search.

3. Add your filters with:

   • Column Name

   • Operator

   • Value

4. Click Save as Query.

5. Enter a Report name.

6. Add a short Report description.

7. Choose the Report Type:

   • User — only you can see it

   • Application — shared for that centre

8. Click Save.

After saving, the query appears in the Custom Queries dropdown in that centre. You can manage shared queries in Menu → Utilities → Queries → App Queries. Personal queries are in the User Query Centre.

A quick example:

• Column Name: Status

• Operator: =

• Value: Open

That gives you a reusable saved filter.