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Avalara Help Center

Schedule Query Wizard Basic and Advanced Query

This article applies to:Avalara Excise

 

This document applies to all license types.  Content last updated 6/09/2015.
Help Center documentation is confidential and proprietary to Avalara clients.

► A WalkMe tutorial is available for this topic.

Basic query

  1. Click Reporting > Schedule Query Wizard.
  2. Select New Query or Open Query at the prompt.  First time users will only be able to create a new query, since they have not saved one yet.
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  3. Type in a Name and an optional Description for your query. The default name is Basic Query.  Click Create.
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  4. Select a Tax Session from the dropdown box.  The initial query defaults to the last session that was accessed.
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  5. The Results tab will show the records queried.  
    • Click on any row in the results grid to bring up the Schedule Transactions screen of that record.
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  6. Click Save Changes to save this query.
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  7. To run your saved query, click Open.
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  8. Highlight the query name and click Open.  
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  9. Click the Name of your query to see its detail.  Click the Done button or click the name again to close the detail window.
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  10. Set your query to be either public or private.  The default setting is private, or Public = No.
    • Public set to Yes is visible to any user with access to the current master company.
    • Public set to No is visible only to the current user.
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  11. Click Columns to review the selections.  Click the Done button or click Columns again to close the detail window.
    • The basic query will return the columns of required fields for the return selected.  The next section describes how to customize the column display.SnagIt0483.png
  12. Numeric columns have an additional filter.
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  13. The numeric display choice will show in the Displayed Columns list.
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Alternately, you can click on the grid row under Tax Sessions and choose Query Session to run a basic query of the transactions in that return.

Customize the columns 

You can add or remove the columns that display in your query.

  1. Click Columns.
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  2. Select your columns.  Scroll the dropdown list or type part of it in the Available Columns box.
  3. Click the arrows to move from Available Columns to Displayed Columns.
  4. SnagIt0484.png
  5. Click the Sort tab to change the order of the display.
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  6. Use the arrows to add the column names you want to sort.
  7. Click the arrow indicator to toggle between Ascending and Descending order.
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  8. Click Done.
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  9. Click Save Changes to add to your saved query.
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  10. Columns with sorting applied are marked in the grid view.
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Add filters to a query

  1. Click the + next to the Add New Filter box.
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  2. Type in a Name for your filter (optional).  The default name is the Field you will choose.
  3. Select a Field.  Scroll the dropdown list or type part of it in the Field box.
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  4. Select an Operation from the dropdown.
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  5. Type in the Value of your search criteria.
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  6. Select a value for Filter Logic.  The default is And.  The other option is Or.  
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  7. Click the green check mark to save the fields.  
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  8. You will see the edit and delete icons now if you want to make changes before running the query.  Click Add Filter to apply it.
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  9. The results of your filtered query will appear in the grid.
  10. Click the Filter to view or edit the query criteria.
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  11. Click Save Changes to add this filter to your query.
    • You can save multiple filters for a query.  Each must have a unique name.
      SnagIt0463.png

Delete a query

You must be in a saved query to delete it.

  1. Click Open.
  2. Select the query to delete and click Open.
  3. Confirm the query name and click delete.
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  4. Confirm the deletion.
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  5. You will be prompted to create a new query or open an existing one.
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  6. To exit query wizard, click on any other item from the main menu.
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Filtering on null values

If leaving a null field in the Value does not produce expected results, check for these conditions:

  1. When using a null field value as a search criteria, the Operation cannot be  Doesn't Contain.  
  2. You may need to set the Filter Logic to Or to complete your query.

Advanced query

The advanced option can build a query over multiple companies (if applicable) and tax sessions.

  1. Click Advanced.
  2. Click Companies.
    • Use this option only if you have sub-companies in addition to your master company.  Excise Pro users will not have multiple companies.
  3. Click the dropdown and make a selection.  
  4. If you choose one of the options that contain Selected Companies, you will see an additional dropdown.  Click into the Select companies... box to choose companies.  After you have highlighted your selections, click outside the menu box to save them.
  5. Click Done when finished.
  6. Click Sessions.  
  7. On the Jurisdiction tab, click into the Jurisdictions and Taxpayer Types boxes to select from the available choices.  Click on the X to remove a selection.  After you have highlighted your selections, click outside the menu box to save them.
  8. On the Session/Filing Period tab, click into the Session Status, Session Type and Filing Period to select from the available choices.
  9. Click Done when finished.
  10. Now you can execute your query on the advanced session criteria you have selected.

Customize your Query Wizard grid view

Click here to learn how to customize your grid view using the Schedule Query Fields.

Legacy Query Wizard

The older, original version of Query Wizard will still remain in the software for several releases but has been renamed to Schedule Query Wizard (Legacy).

 

excisehelpcenter@avalara.com

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