After this class, you will be able to:

Use Quick Queries

Understand how alerts work and what triggers them

Identify various searching methods

Do a CSV export of search data

Create a simple AdHoc Report

5.5 Getting to your Information Using Queries

Quick Queries

Each list portlet displays a list of information. Some list portlets have Quick Queries available to filter the data that is displayed.

There are Global Quick Queries that are pre-defined filters written for each list portlet.

In addition to Global Quick Queries, all users have access to create their own Quick Queries called My Quick Queries.

5.5 Getting to your Information Using Queries

Quick Queries

List portlets where Quick Queries and My Quick Queries are available:

Building Permits list portlet Inspections list portlet My Document Task list portlet (My Tasks) My Workflow Task list portlet (My Tasks) Point of Sale Transaction list portlet Record Set Member list portlet Reference Address list portlet Reference Contact list portlet Reference Owner list portlet Reference Parcel list portlet Reference Professional list portlet Related Record list portlet Contact Record list portlet

5.5 Getting to your Information Using Queries

CSV Export

All list portlets have an option available called CSV Export located under the Menu button.

CSV Export will export all the data that is visible in the list portlet and save it to a CSV file that can be opened and reviewed in Excel or a text editor, like Notepad.

1000 is the maximum number of records that can be exported at a time.

5.5 Getting to your Information Using Queries

Alerts

The Alerts portlet is available to certain users on their Home main link at the top of their console. Each user is responsible for managing their own Alerts. If an alert is deleted by one user, the alert is still available for all other users with access.

Alerts let the jurisdiction know when certain things happen in ACA. The following alerts are configured in the Omega model:

A new application is submitted via ACA A payment is made on a record via ACA A document is uploaded on a record via ACA A new application is submitted with a temporary address via ACA

5.5 Getting to your Information Using Queries

AdHoc Reports

AdHoc reports gives users the ability to create reports quickly and easily without report writing knowledge or the use of Crystal Reports.

5.5 Getting to your Information Using Queries

AdHoc Reports

1.Records with Conditions

2.Plan Reviews by User

5.5 Getting to your Information Using Queries