Query

Note: As we move Query features from database view to web view, Query is currently in a read-only view. To track details, see Query in Web View.

Use Query to search for records that meet certain criteria. For example, you can use a query to see total budgets of all expense accounts.

While most of your queries are visible in web view, you may not be able to view or run a query if you don’t have permission to view them or support for the query is coming in a future release:

  • View – If you have rights to view the query, the View option is available in the menu, and you can select its name from the list of queries to open the query editor.

    Tip: If the query also supports Run, you can select to view results from the Results tab of the query editor.

  • Run – If the Run option is available from the menu, you can select it to open the Results tab of the query editor. This allows you to run the query, but you won't be able to view other details.

    Note: For queries that support Run, you can also select to export query results to a CSV file.

For more information, see Query Editor.

Note: Some queries don't support View or Run and are only visible in the list of queries. Others, such as query lists , will not be available in web view.

To quickly locate the query you want by name, use search. You can also select to filter queries by category, type, or format or view only merged queries or queries you created.

Tip: To export query results to a CSV file, select Export from the menu.

To navigate to Query, select it from the following:

  • General ledger

  • Payables

  • Treasury

  • Fixed assets

  • Receivables

Note: The availability of some options, such as type and category, depend on which area you access Query. For example, if you access Query from Payables, the Payment and Deposit types appear for you to select.

Note: Support for managing query categories in web view will be available in a future release.

Query categories organize queries you create in database view. For example, queries can be grouped by user or by how you intend to use the query.

Each query only includes one query type, and the fields and records included in the query are only those related to that record type.

Query format determines the records included when you run the query:

  • Static queries – A “snapshot” of your records when the query is run. When you create and run a static query, it searches and returns records that match the specified criteria. Any records added or updated after you created the static query are not included.

  • Dynamic queries – The query automatically refreshes each time you run it. This is helpful if you routinely run queries to view the latest results.

From Show, select the queries you want to appear in the list. You can filter the list to the following:

  • Queries with only the View option supported.

  • Queries with only the Run option supported.

  • Queries with both View and Run.

  • Queries with View or Run.

  • Queries that aren't currently supported.

    Note: Support for more queries is coming in future releases.

Tip: To show all queries, leave this field blank.