Internal Reporting - Queries

Orion's Query app allows you to run spreadsheet-like reports, known as queries, to help you retrieve and investigate information about your book of business.

Search for and Run a Query

  • In the Query Lists section in the right sidebar, click All Queries.
  • Type a search word or phrase underneath Title and/or Description to limit the results to relevant queries.
  • Double click or right-click on the query and select Run Query.
  • Enter parameters in the run screen and select Run To: Screen, CSV or Excel.
  • Click Run. 



  • If a query runs to screen and you want to export it, select Actions > Export to Excel in the upper right of the results screen.

Customize Query Output

When running a query to screen, customize it further by using filters, columns, or groupings, and then export it to Excel with the changes. Please note, these changes only apply to the Query while on screen and cannot be saved.


Hiding Columns - Select the Columns section on the right sidebar to expand it and uncheck any visible columns. Any columns that are disabled are excluded from the Excel export.


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Re-Ordering Columns - Click and drag a column to re-order its position in the results. Do this within the results grid or on the right sidebar under Columns. 


Filters - Select add filters (1) in the right sidebar to filter the results. Enter the filter parameters and select Add (2) to apply it.

Schedule a Query

Schedule a query to run automatically by right-clicking on its name and selecting Schedule Query


1. Select the interval for the query to run.

2. Set the Start Date/Time.

  • The Weekly and Monthly Intervals allow you to select specific Days or Months to run on by clicking on its name below. For example, to run every Weekday, select Weekly, then select: M, Tu, W, Th, F below the Start Date/Time.

3. Enter the file information you want to display when it downloads (optional). 

  • File Name - The name that displays when the file downloads. If left blank, the default query name will display.
  • File Format - Select the file format you would like it to download.
  • Include Dynamic Date - If checked, each scheduled query displays the download date.

4. Set any available Parameters for the query every time it runs (the parameters section varies between queries).


5. Select the database the query pulls information from.


6. Click Schedule to save the settings for when the query runs.

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  • The generated query appears as a new item in your Notifications to view and export to Excel.

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FTP Results - Allows for uploading the query results to an FTP (File Transfer Protocol) section of your domain or website. An FTP needs to be set up and maintained externally by someone at your firm, such as an IT system administrator. Once the FTP has been set up, and login credentials are created, please reach out to Orion for further assistance with the Load/Change Upload Target section.