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Export / Spreadsheets Query Setup

v7,v6

From v6.1 Vetlink has a query creation section that can be used to create an export to csv based on an SQL query.
From 6.1o it can be set up to have a date set as filter option. Dates can be made a filter option before 6.1o

Click here to see Parameter / filters available
 
To set up the query:
  1. Go Reports -> Export/Spreadsheets -> Choose Category -> Add new
  2. Set; Name, Category, Set Table link = Query
  3. Save (query doesn't save after saving first time so have to go back in again to add it)
  4. Double click Export query created
  5. Click properties
    1. Set Shared = Yes
    2. Enter query that you want
      It usually easiest to test the query in ibview first then copy paste across
    3. To set up query so it creates a filter selection
      1. Find parameter in following list (not all parameters will work so just have to try it and see if it works)
      2. Enter parameter as :Name/*Description*/
      3. For example
        select * from "Bill_Main"
        where "Dis_Date" between :DateLo/*Bill Date*/ and :DateHi/*Bill  To*/
  6. Save the query export
  7. When User runs the query they will now come up with a filter selection.
  8. Export can then be run and saved as a CSV file.
  9. After opening csv, if they do any formatting they need to save as an xlsx file.