Quick Selects
Quick Selects provides users with a quick, efficient interface to the data stored in the system. Using Quick Selects, users can generate customized reports and ad hoc queries to gather information. When you run a Quick Select, the system writes an output file to its file system which is then transfered to a specified folder on your system on an automated basis.
The Quick Selects page lists all the Quick Selects stored in the system sorted by the last time they ran, most recent first. The summary page lists basic information about the Quick Select, including name, status, record count, messages, the beginning and ending timestamp for the last run, the run time (for Quick Selects that run daily) and the output file name. Use the icons in the last colum to view, update, run or delete the Quick Select.
Use the Create link the Operations menu to create a new Quick Select. Name your Quick Select and set the Status. Use the 'From' dropdown to choose the main table which you want to draw information. Then click the columns in the Columns list at lower left to chose the columns you want to retreive. Use the dropdowns in the middle to specific the search conditions. In the example below we are choosing accounts with a status of Active and a Status Date greater than three days ago.
Use the sort dropdowns to the right to control how the results are sorted.
If you want your Quick Select to run every day, put in a run time and change the status to Starting. The system will run your Quick Select at that time and change the status to Comitted. Overnight it will change the status of all the committed Quick Selects with a run time back to Starting and then re-run them at their appointed time the next day.
Quick Selects can be in one of five statuses:
Pending: Pending is basically a draft status. Set the status to Pending if you want to turn off the automation.
Starting: use this status to tell the system you want it to run your Quick Select. The system checks every minute for selects that are in Starting status with a blank run time or a run time equal to now and runs them. It will change the status to Processing, and then to either Committed or Errors, depending on how things go.
Processing: the system is running the select
Committed: the system has completed the select and saved off the results
Errors: the system has completed the select but ran into errors
Ad Hoc Quick Selects
Once you save your Quick Select, if you set the status to Pending, it goes into the table but nothing happens until you change the status to Starting as described above or run the select manaully.
To run the Select manually, either click the Run icon on the listing (the black triangle facing right) or click the Run button when viewing your Quick Select.
Clicking the Run button or the Run icon will take you the Run page. That page will show the actual SQL statement it will run on the right. On the left you can choose to limit the number of rows it returns using Max Rows and specific the name of the output file.
If you check the Sample Only box, it will run the query and display the top 25 results on the page. When creating new queries it is always a good idea to run a sample to make sure your query is returning what you expect.
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