CSV export queries

  1. Click on the ellipses at the end of the Query field.
  2. This will display the Select query box. It will list any built in queries available for selection and will allow you to create new or edit any custom queries.

Selecting a query

  1. Select a query from the grid. This will be highlighted in blue when selected.
  2. Click the Select button. This will set the query as selected for the CSV export.

Adding a new query

  1. Click the Add button.
  2. This will display the CSV query.
  3. Enter a Name and a Description for the query.
  4. In the Query section, enter a query, The query allows for the inputting of some parameters, these are listed at the bottom of the form for reference. You can test the query as you go by using the Test button. This will display what the query would output.
  5. When you are happy with the query, press Save then select the newly created query from the list of queries and press Select to return to the CSV export configuration.

Editing a query

  1. Select a query from the list and click the Edit button.
  2. You can amend the Name, Description, and the Query.

Copying a query

  1. Select a query from the list and click the Copy button.
  2. You can then amend the query as you see fit, click Test, and then Save.

Deleting a query

  1. Select a query from the list and click the Delete button.
  1. This will delete the query from the list.
Last modified: 20 March 2023

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Please do not use this for support questions.
https://www.crbcunninghams.co.uk/support

Post Comment