Query Overview

The Query tab is used to search, filter, and analyze data related to assets, events, or infrastructure. It allows users to generate customized data views by selecting specific asset types and applying filters or criteria. This is particularly useful for reviewing inventory, tracking maintenance activities, or identifying assets that meet certain conditions.

With the Query tab, users can:

• Select from a wide range of asset classes and events, such as roads, parks, or water infrastructure.

• Build queries to extract targeted data.

• View query results in a grid or map format for easy sorting and analysis.

• Export or print results for reporting or offline use.

• Customize layouts or group data to better understand trends or relationships.

Overall, the Query tab is a powerful tool for turning raw asset data into actionable insights, supporting better decision-making and more efficient asset management.

Who can use this feature?

The viewable layers are dependent on the permission of the logged in user.

Access the Query from the Query tab on the left side of the screen to retrieve records from your database using structured filters:

Query Organization

By selecting the dropdown arrow on the left side of the category, you will be able to filter through events and assets:

You will see that in the image above, you could select all events under the Water Distribution category. You can also select subcategories of your assets, such as Water Backflow, to only see events, materials, or time tracking related to just that class.

Filtering

To filter through the column, you can click on the three lines (hamburger menu) that appear next to the column name when hovered over. Click on the filter icon. There is a search bar at the top, or you can scroll through the options to check or uncheck. For text searching, you will click on the search bar and once completed, click “ok” as shown below:

For date fields, you will have different filtering options such as this year, this month, equals to, and so on. By clicking the dropdown arrow, you can select how you would like the date filtered.

Note:

The green column color is an indicator of a filter on that column

To get rid of all filters, click the Clear Filters button shown below:

Pin a Column

In some cases, you may want to pin a column to the left or right so it remains visible as you use the horizontal scroll. By clicking the three lines (hamburger menu), you will see that you have the option to pin the column as shown below:

Refresh Your Data

To refresh your data without altering any filters, you can click on the refresh button shown below:

Aggregate Data

You can find the sum, min, max, or average of certain columns. You will click the Sigma button in the top right corner. There is a dropdown to select between functions. An example of an average is found below:

Grouping

You can sort your query by clicking on any of the column headers and dragging them to the top of the grid:

This will sort the query by whichever columns you chose. You can then select the arrow to the left of the group to see the assets that fall under that group, as shown below:

Quick Edit

When making edits to an event, you may want to quickly make a change and remain on the query. To do this, you will click on “Quick Edit” as shown below. Once you make the necessary changes, click save, and you will be returned to the query grid:

Open an Event or Asset

You can open an asset or event directly from the Query tab by using the respective link on each row:

Save a Layout

You may show/hide columns, reorder fields, and save layout preferences. Once you have your desired layout, you will click Query Layout in the bottom-left of the screen. You will then click New:

1. Once you select New, you will then be prompted to name the new layout. There is an optional note field as well:
   

2. You can choose for this layout to be private to you or shared.

3. There is also the option to make this layout the default layout when you click on the Query tab.

4. Once this is completed, click the Save button

   Note:

   Any saved layouts will be visible at the top of the query layout screen.

View with a Map

You can switch the view from a grid view to a map view by clicking Map in the top right corner:

Lasso Tool

You can “lasso” specific assets in a group. This tool is often used to select assets for one of the query actions, such as an event spray or a mass update. Click the lasso tool in the bottom-left of the map:

Using the lasso, draw a circle to “grab” the assets you would like:

To clear the lasso filter, you will see the option of Clear Map Filter in the top right corner of the screen, as shown below: