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How To Use Queries

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Some reports can filter out some data and printed qualifying results by applying a Query.

Click here to watch our Using Queries video.

 

There are four phases in creating a query.

FIELD SELECTION

A list of available fields relative to the report in question will be listed.

Select only one by highlighting it and then choose Next.  (In the last phase you may choose to add another field to the query.)

OPERATION SELECTION

Highlight one of the following and choose Next.

Is Equal To - Requires an exact entry

Is NOT Equal To - Will exclude this exact entry from the report

Is Greater Than -  Alphabetic and Numeric rules apply

Is Less Than -  Alphabetic and Numeric rules apply

Is Greater Than OR Equal To - will include the value

Is Less Than OR Equal To - will include the value

Is Between - Requires a low and high value

Is Not Between - will exclude anything between the low and high values

Begins With - starts with the alpha - numbers

Contains - includes the alpha - numbers

Does NOT Begin With - does not start with these alpha - numbers

Does NOT Contain - excludes these alpha - numbers

VALUE ENTRY

Type alpha-numerics to set the filter value.

REVIEW and GROUP

Set Sort Order and Grouping

If you expect you will be using this report again, save the report design and criteria.  It can be modified later and a new report created based on the old.

RUNNING THE REPORT

Highlight the desired report and choose Select.  The report will begin to be generated.  You will likely have the option to preview the report before printing it.

 

SAVED QUERIES SAMPLE

SavedQuerySample