How To Share Queries

Overview

Advanced Searches, Favorite Searches, and AdHoc queries may be shared between users.

Advanced Searches & Favorite Searches may be shared via the Configuration Manager.

AdHoc Queries may be shared via the Configuration Manager or by exporting the file and giving it to other users to import.

In order to share queries via the Configuration Manager, the person receiving the query must be logged out of TraCS.   If they are logged in, the share will not work.

Advanced Search & Favorite Searches

In order to share queries via the Configuration Manager, the person receiving the query must be logged out of TraCS.   If they are logged in, the share will not work.

Non-Hosted Agencies

Ad Hoc Queries

Configuration Manager

Follow the same steps as ....

File Export/Import

In order to share an ad hoc query via file export, first make sure that your query has been finalized and tested to make sure that it works and yields the results that you want.

Close out of the query criteria screen.

Highlight the query on your list, right click, and click Export.

Browse for the location where you want to save the file. If you don't choose a folder, the query will save to C:\ProgramData\TraCS\Adhoc Queries.

Give the file to other user(s) via email, shared drive, flash drive, etc.

Have the user(s) receiving the file copy it here - C:\ProgramData\TraCS\Adhoc Queries

Have them log into TraCS, go to the Advanced tab, AdHoc Queries

Right click in the white space and Import

Choose the ad hoc query that you shared and Open

The query will import and open to the criteria screen.

Click Finish and it will be on their AdHoc Queries list