Search Screens

Search screens can be accessed in multiple ways.

• Application menu

• Dashboard tiles

• Quick Links

• Site map search

You can search for a particular entity by entering or selecting criteria in the search screens. Searches can be done using basic criteria, or can be done in advanced mode, which allows additional criteria to be added.

Depending on your setup OPERA Cloud defaults to either a basic search or an advanced search panel.

Advanced search panels are customizable via Page Composer and can be further personalized to suit your specific needs.

You can toggle between the two search methods using the Goto, Search action link in the top right.

• Search Using Basic Criteria
  
• Search Using Advanced Criteria
  
• Predefined Searches
  
• Modify Search
  
• Search Result Panel
  

Search Using Basic Criteria

Figure 1-3 Basic Reservation Search

1. From a Advanced Search page, click Go To Basic Search  in the upper right corner of the panel.

2. Enter search value as prompted.

3. Click Search. The entities that match the search criteria are displayed in the Results panel.

Search Using Advanced Criteria

Figure 1-4 Advanced Reservation Search

1. From a Basic search page, click Go To Advanced Search  in the upper right corner of the panel.

2. Enter or select one or all of the search criteria displayed.

3. Click Search. The entities that match the search criteria are displayed in the Results panel

   Note:

   Depending on the services active the options available within Advanced Search will vary.  For example with an active OPERA Cloud Sales and Event subscription the option to search by Sales Account is added to the View-by list. For more information, see Filtering Profile Search by Accounts.

Predefined Searches

Within the Front Desk Workspace menu Front Desk Workspace there are options for predefined reservation searches; click a menu option and click Search to launch the search. 

Quick Launch also has Quick Links to go to a pre-defined search.

Modify Search

The current search criteria is displayed in the search panel. Click Modify Search Criteria to open advanced search to change your search criteria. 

Figure 1-5 Modify Search Panel

Search Result Panel

Figure 1-6 Search Result Panel

For each search there are various views available for the result; those available depend on the type of entity being searched.

• Table: Displays results in rows and columns. Click  to expand the row to view and access the active Detail Links for the entity.

• List: Displays results ir rows. Click  to expand the row to view the details and access all Detail Links for the entity.

• Card: Displays each entity in a card. Click   to expand the card to view more details. 

  Note:

  This is the default view when OPERA Cloud is accessed on a tablet; tap the card to select the entity.

• Console: Displays result as a split view with the search result in the left panel and details for selected entity in the right panel.

• Sort By: Select to change the sort-by order.

• Show: Select a value from list to determine how many results are displayed per page.

From the Search Results, you can manipulate the entity using the actions from within the I Want To... menu or selecting one of the entity-level links.

• View and Goto Navigation 
  
• Vertical Ellipse Menu
  
• I Want to Menu
  
• Modifying Column Selection and Sequence
  
• Exporting Search Results
  

View and Goto Navigation 

Values displayed in Cyan in a search result provide a link to view more information or go to the related entity - tap or click the link text to open the related entity or view more details.

For example - for entities listed in a reservation search result

• Click the Guestname to go to the Profile Presentation page. 

• Click the Confirmation  to go to the Reservation Presentation page. 

• Click the Block Code to go the Block Presentation page.

• Click the Balance to go to the Billing page.

• Click the Room type to open the room type information page.

• Click the Rate code to open the rate code information page. 

• Click the Rate amount to open the rate information page.

Vertical Ellipse Menu

Tap or click the  to display a list of actions available for the entity.

Figure 1-7 Vertical Ellipses Menu

Throughout Administration search results are listed in a table view with a vertical ellipse menu displayed for each entity in the result.

Figure 1-8 Vertical Ellipse Menu in Administration Search Results

I Want to Menu

Tap or click  to overlay a page with various actions and detail links for the entity.

Actions are separated into Modify/Update, Create, View and Goto categories. A maximum of 10 action links are listed in each category before a Show More is displayed. Tap or click each link to perform the required action.

By default OPERA Cloud displays all Detail Links. Detail Links displayed in  BOLD contain data (populated) and are listed first'; regular text Detail Links do not yet contain data (unpopulated) .

Click Hide Unpopulated to only display Detail Links with active data.

Figure 1-9 I Want to Menu

Modifying Column Selection and Sequence

With the Column Options task assigned to your role you can select the columns and their sequence displayed in a table or list view.

Click View Options  and select Columns > to view a list of columns. Check items in the list to select the columns to display in the result

Click Reorder Columns to set the column display sequence - select a column then use the navigation button to move the column up (left) or down (right) through the table.

These modifications are saved for your user.

Figure 1-10 Modifying Column Selection and Sequence

Exporting Search Results

You can export search results that appear in table view to ExcelHTML and CSV formats. You can export the data from all search pages that offer table view, for example: profiles, reservations, blocks, events and accounts receivable. This helps you to use the exported data externally.

1. Select Table view from Display Options

2. Click the View Options at the top of the search result and then click Export.

3. Select an option to export search result displayed in table view as ExcelHTML or CSV file.

   • When ExcelHTML is selected, the downloaded file is in HTML format with an XLS filename extension.(Excel is the default application).

   • When CSV is selected, the downloaded file is a delimited text file that uses a comma to separate the values in each column.

4. Filename: Enter a File Name.

5. Document Title: Enter a title.

6. Click Export.

   The file is generated and downloaded on your workstation via the web browser.