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 Go to, Search action link in the top right.

Note:

When the Multi-Language OPERA Control is active you can search for profiles by either the primary or alternate (national character set) name in the Name and First Name fields.

Parent topic: Common Actions, Icons, and Navigation

Viewing Recently Accessed Records

Prerequisites for Viewing Recently Accessed Records

When the View Recently Used Records OPERA Control is active you can quickly navigate to a recently accessed record from the I Want To... menu in any search page. Recently accessed records are listed in the View column. Click an entry in the list to navigate directly to this record.

Prerequisites for Viewing Recently Accessed Records

Related Topics

Parent topic: Search Screens

Prerequisites for Viewing Recently Accessed Records

OPERA Controls

Group: General
Parameter: View Recently Used Records

Parent topic: Viewing Recently Accessed Records

Search Using Basic Criteria

Figure 1-3 Basic Reservation Search

From a Advanced Search page, click Go To Basic Search in the upper right corner of the panel.
Enter search value as prompted.
Click Search. The entities that match the search criteria are displayed in the Results panel.

Parent topic: Search Screens

Search Using Advanced Criteria

Figure 1-4 Advanced Reservation Search

From a Basic search page, click Go To Advanced Search in the upper right corner of the panel.
Enter or select one or all of the search criteria displayed.
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.

Parent topic: Search Screens

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.

Parent topic: Search Screens

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

Parent topic: Search Screens

Search Result Panel

Figure 1-6 Search Result Panel

There are various views available for the search result; those available depend on the type of entity being searched. To select multiple entries in the search result, hold down the CNTRL key and click to select records in the Table, Card or Console view. To select all records, select the check box in the header row in List view.

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 in 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.

Parent topic: Search Screens

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 column to view Reservation Rate Information.

Parent topic: Search Result Panel

Actions Menu

Tap or click the Actions menu to view a list of actions available for the entity.

Figure 1-7 Actions Menu

the Actions menu is represented by three vertical dots

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

Figure 1-8 Actions Menu in Administration Search Results

Administration search results vertical ellipsis menu

Parent topic: Search Result Panel

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

Parent topic: Search Result Panel

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

Parent topic: Search Result Panel

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.

Select Table view from Display Options
Click the View Options at the top of the search result and then click Export.
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.
Filename: Enter a File Name.
Document Title: Enter a title.
Click Export.

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

Parent topic: Search Result Panel

Presentation Pages

Presentation pages are used in both the application and in administration to display the details for an entity and provide links to the related data (Detail Links) and relevant actions (Action Links).

You can customize the Overview panel using Page Composer.

As you scroll down the presentation page, the Overview panel collapses and remains persistent as a "business card" at the top of the page.

Detail Links are displayed in three to four sections below the Overview. Click Show All to view all links or click Hide Unpopulated to toggle and only display the populated Details. Selecting a link launches the Detail panel as an overlay on the presentation page.

A selection of Details panels then appear on the presentation page based on the default or previous panel tab selection. Select a different presentation panel tab to change the Detail panels displayed on the presentation page. Scroll down the page to access the Details panel or navigate directly to a Details panel by clicking the panel name link in the left side navigation panel or pressing CNTRL and entering the keyboard access key Your current panel tab selection is remembered for the next time you access the same presentation page.

Up to seven panel tabs can be configured for each presentation page, each with a maximum of five Details panels selected. For more information, see Configuring Presentation Panel Tabs. You can also setup a personal panel tab; click My Panels to select the up to five Details panels you would prefer to display.

Tap or click to display the I Want To . . . action panel. The actions listed depend on the type and status of the entity. For more information see: I Want to Menu

Figure 1-11 Presentation Pages

Related Topics

Using Deep Links to Presentations Pages

Parent topic: Search Screens

Icons

Icons are used to visually indicate information. Common icons displayed throughout OPERA Cloud include

Figure 1-12 Common Icons

Parent topic: Search Screens

Keyboard Navigation

Invoke Actions

You can invoke actions and select navigation links on search, presentation and other types of screens using the keyboard. Press CTRL on your keyboard to reveal the keyboard access key(s) available for navigation and action links. The keyboard shortcut is displayed in a yellow square near the link or button - press the corresponding key to select the action.

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