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.

Creating Application Queries

To create App 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 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 “Application”.

• Then Save.

These queries are used at the application level.