How do I create User/Application queries in Xoro?

User Queries:

The User Queries page shows all of the queries saved from centres by the user to use. Users can edit, delete, and view the Queries from this page. To access user queries go to the search bar on the left and type User queries.

To create User Queries, follow the steps below:

  • Pull up any centre (Sales order Centre, Invoice Centre, Purchase order Centre, Inventory Snapshot e.t.c) 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 “User”.
  • Then Save.

These queries are used only at the user level.

App Queries:

The App Queries page shows all the queries saved from centres for users to use, only those with access to their respective centres can view the query. You can edit, delete, and view app queries from this page. To access the Application Queries, go to the search menu on the left and type App 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.

 

Was this article helpful?

Related Articles