CoETL SQL Reports
This reports are designed to help Cyrious Online users gain access to their Control IDs. These reports can be run on any computer with Control. It does not have to be the server. If you have any issues setting up these report, please reach out to the Cyrious Online team at online@cyrious.com.
Install Instructions
- Make sure you have the necessary Security Rights to access Reporting Setup and add new reports.
- Navigate to Setup > Reporting Setup
- Highlight the Reports on Main Menu group. Click Add and select New Report Group.
- Give the group a Name, i.e. Cyrious Online Reports.
- Highlight the new report group. Click Add and select New SQL Report. NOTE: You will do this step 4 times. Once for each of the reports listed below. Please contact the Cyrious Online Team if you need help getting your Default Station information.
Company IDs
- Give the report a Name, i.e. Company IDs
- Select the SQL Radio Button, and use this code:
SELECT ID AS CompanyID, CompanyName FROM Account WHERE ID =
- Under the Options Radio Button, select “Create View and Save”
- Go to the Options Tab. Uncheck the permission for “Prompt before overwriting” found Execute.
- Change the Parameter Type for CompanyName to Company.
- Save
Contact IDs
- Give the report a Name, i.e. Contact IDs
- Select the SQL Radio Button, and use this code:
SELECT ID AS ContactID, FirstName, LastName FROM AccountContact WHERE ID =
- Under the Options Radio Button, select “Create View and Save”
- Go to the Options Tab. Uncheck the permission for “Prompt before overwriting” found Execute.
- Change the Parameter Type for ContactName to Contact.
- Save
Employee IDs
- Give the report a Name, i.e. Employee IDs
- Select the SQL Radio Button, and use this code:
SELECT ID AS EmployeeID, FirstName, LastName FROM Employee WHERE ID=
- Under the Options Radio Button, select “Create View and Save”
- Go to the Options Tab. Uncheck the permission for “Prompt before overwriting” found Execute.
- Change the Parameter Type for EmployeeName to Employee.
- Save
Product IDs
- Give the report a Name, i.e. Product IDs
- Select the SQL Radio Button, and use this code:
SELECT ID AS ProductID, ItemName FROM CustomerGoodsItem WHERE ID =
- Under the Options Radio Button, select “Create View and Save”
- Go to the Options Tab. Uncheck the permission for “Prompt before overwriting” found Execute.
- Change the Parameter Type for ProductName to Product.
- Save
Running the Reports
- Go to the Peport Menu on the Main Toolbar.
- Select your Report Group and select which report you want to run.
- Chose the information relevant to your search. For example, if running the Company ID report, select the Companies from the Company picker.
- Click on Execute.
An HTML window will pop up with the ID of the information you requested. If you are pulling your default setup information, please forward these IDs to the Cyrious Online team at online@cyrious.com so they can complete your import setup. If you are pulling your information for ID Mapping, you can enter this information on the website. Click coetl_id_mapping for more information about ID Mapping.