At times, queries are needed to get some specific information that normal applications don't get.

These can be simple queries to quick retrieve some information.


Target Audience

LabVantage Users

LabVantage Administrators


Accessing Query and Layout

1.  Access the Adhoc Query option on the Reports tram line on the LIMS menu

     


2.  The application is divided into four sections

     a.  Upper Left

          i.  Fields that can be dragged to the filter or output areas

          ii.  Some sections need to be expanded to see all the fields available.

          


     b.  Upper Middle

          i.  Fields used to filter the data

          ii.  Drag fields from the field section over to this area

          iii.  Set or input filter criteria of the query

               

          iv.  Use the New Criteria Group button to add a separate set of query fields.

          v.  Switch how the criteria groups are used for the query

               

     c.  Upper Right

          i.  Drag fields into this area for the query output.

          ii.  Arrange the fields in the order you would like to see them.

          iii.  Set the max number of records to return

          iv.  Click on the black triangle to set to ordering of the field (increasing or decreasing).

         

     d.  Lower Half - Query Output

         


Running a query

1.  Use the Count Results button first

     a.  This will let you know how many records will be returned

     b.  The query may need to be adjusted if too many records will be returned.

     c.  It's much faster to count records than to return the record information

     

2.  If the count looks good, select Search Now button

     a.  The output will in the lower half

     b.  There is a dropdown of the output fields to group by

     


Output Query Results

1. Select from three options

    a.  Export to Excel

    b.  Export to PDF

    c.  Search and Export All

    The output will be downloaded to the users Download folder.  For an Excel output, the file will open like this.

   


Saving Queries

For the same queries that are done frequently, you can save the query to use next time.

1.  Select the Save Query button

     

2.  Give the query a name

     

3.  Save Now

4.  The saved query will be available next time in the dropdown.

     

5.  The search criteria and output fields are set.

     

6.  While a saved search is selected, you can select the Delete Query to removed the saved search.

     a.  Select the Delete Query button

         

      b.  Confirm the delete