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Express View

This article applies to:Avalara Excise

 

This document applies to all license types.  Last updated 3/2/2017. 
Help Center documentation is confidential and proprietary to Avalara clients.

► A WalkMe tutorial is available for this topic.

Express View is used to run quick built-in reports.  You can select criteria in some cases, like date ranges or jurisdiction, but the query statement is system defined.

Display query

The results of an Express View grid are built on the system default query.

  1. Click Reporting > Express View.
    SnagIt0283.png
  2. Select a Data Source.  This is the table on which you are running your query.
    SnagIt0284.png
  3. Select Filter Criteria, or leave it set to the defaults to query all related records.  It will be different for each Data Source, and some may not have any criteria selections.  Select * in fields to include all.
    SnagIt0287.png
  4. Check mark the box for display maximum number or records to expand the visible grid up to 1000 rows.  The default is 20 rows.  You can also set a custom Page Size at the bottom of the grid.
  5. Click Execute.  The grid will appear below the criteria selection window.
    SnagIt0288.png
  6.  Choose what criteria to display using the Columns checklist, and use the filter to sort by results.  
    SnagIt0289.png
  7. Queries on some grid results are linked to their detail screen.  Hover your mouse over the grid row on the results and click the detail link if it is available.  There is an example below.
  8. Export to Excel if you wish.  A large amount of records may take a few minutes to run.
    SnagIt0290.png

Example of using Express View

  1. My tax preparer enters Comments on tax sessions in special circumstances.  In this case, I want to find the first XML format file we submitted to the state of Ohio.
  2. Click Reporting > Express View.
  3. Select Data Source: Comments - Tax Session.
  4. This query has no Filter Criteria so that area is empty.
    SnagIt0293.png
  5. Check the box if you want to override the page size setting on the query results.
  6. Click Execute.
  7. Filter on a key word contained in the Comment Description column.
    SnagIt0291.png
  8. Hover the grid row for the Tax Session Detail, or select it from Tax Filings > Schedule Transactions based on the Created or Updated Date.
    SnagIt0292.png

The Express View data source items were created from customer requests.  If you want a report that can't be created in Schedule Query Wizard, open a case with Support .  Ask for an Express Report and we will evaluate it for a future release.

excisehelpcenter@avalara.com

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