Using Export Search
The
Export Search
screen is laid out in multiple sections, each with a different purpose in the creation of the query.To perform an export search, use the
Choose Source
drop-down at the top of the screen to choose an export data set to search (shipments, details, etc.).
Once a source is selected, move to the second section of the screen (
Display Fields
) to create the data set to be queried against. The fields displayed in Source Columns
are determined by the selected source from the Choose Source
filter. The Source Columns
displays all available fields from the source table.
Next, create the data set by choosing the needed fields under
Source Columns
and moving them to Display Columns
. This can be done by dragging and dropping the available fields from one side to the other or by using the arrow buttons.Additionally, the user has the ability to change the order of the fields selected on the
Display Column
side by using the up/down arrows or by dragging the fields.
Once all fields are selected and ordered, the created data set becomes visible in the
Report Fields
section of the Export Search
screen.All newly created searches appear under the “New Search” tab. This tells the user that this is a new search that has not been saved yet. Saving searches is detailed below in the
Savings Searches
section. Once a data set is created, use the searching capabilities available in the Search Fields
section to search for key information contained in the data set.
Using the
Current Search Criteria
, use the Search Parameter
drop-down, the Comparison
drop-down, and the Value
field to enter search criteria.
Click
Add New Parameter
to enable search criteria for available fields. Select the needed search parameters from the Search Parameter
drop-down. The selections available in the drop-down are driven by the fields selected when creating the data set. The fields displayed in the drop-down will match the column names included in the data set in the “Report Fields” section.Select the search parameters to be used in the query from the
Comparison
drop-down. This defines what the search will look for. After selecting the Comparison
search parameters, enter the search value by entering a value into the field. Once all three search parameters are entered, select either to continue with the search or to clear the search parameters. If Insert is selected, the query will run based on the search parameters entered.
The user can then continue to add additional search parameters following the steps above or modify the existing search parameters using
Edit
in the Search Fields
section.Example
: The user could add a new field such as Order Num Ship
to the data set. To perform this action, the user moved the Order Num Ship field
from Source Columns to Display Columns
.The field is then included in the data set and can be included as a search parameter using the steps described above. Below is an example of the search results yielded with the two parameters highlighted.
Related Content
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Export Search
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