Using the Search Result

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.

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

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

3. 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.

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

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

6. Show: Select a value from list to determine how many results are displayed per page. When 20 is selected in Show, an Expand All action is available to display an expanded view of all 20 results.

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 
  
• Actions 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:

1. Click the Guest or Contact name to go to Manage Profile. 

2. Click the Company, Travel Agent or Source name to go to Managing a Sales Account Profile

3. Click the Confirmation  to go to Manage Reservation. 

4. Click the Block Code or Block ID to go to Manage Block.

5. Click the Balance to go to Manage Billing.

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

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

8. Click the Rate column to view Reservation Rate Information.

Actions Menu

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

Figure 1-7 Actions Menu

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

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.

1. 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
2. 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 the current page search results to Excel, HTML, and CSV formats from search pages that support table view. For example: profiles, reservations, blocks, events and accounts receivable.

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 Excel, HTML, or CSV file.

   • When Excel HTML 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.