Query in Web View

As Financial Edge NXT shifts to a total web solution, we're adding the following query features from database view to web view over the next several months. To track details and timelines, bookmark this page and What's New.

To keep your queries current and accurate, those of you with Query can now delete queries in web view.

To delete a query, from the list of queries, select Delete from the query menu. For more information, see Query.

To help you organize the queries you create, you can now manage query categories in web view. For more information, see Query.

You can now add and edit supported queries in web view to search for records that meet certain criteria. For more information, see Query.

You can now work with static queries. Static queries search and return records that match the specified criteria to offer a “snapshot” of your records when the query is run. Any records added or updated after you create the static query are not included until you edit the query or refresh and then save.

For more information, see Format.

As we move query to web view, we will introduce support for more query features and fields over the upcoming months, including:

  • View, edit, and run more available queries

  • Access more fields on new queries

  • Search for available fields

  • Select more fields, filters, and sort options in the list of queries

  • Merge results from two queries

The following query features will not be moved to web view:

  • Query control report

  • Query detail report

  • Visual Basic Application (VBA) fields