Reports, Running a Query
|

To run a Run Query

  1. From the Report menu, click Run Query.
  2. From the dropdown select the query to run.
  3. Run Query Select the Query to run

  4. Click Next.
  5. Run Query Save Query

Select the Order By and Account Roles to show

Order By

From the dropdown you can select the order in which the query report to appear. Check the Descending checkbox (if applicable).

Account Roles

By using the lookup you can select account roles to print or leave blank for all accounts.

Select other options

Check the applicable checkbox to include inactive account roles.

  1. Click Next.
  2. Run Query Parameters

Select any Grouping Levels you require

Select the Group item required and click GreaterThanto move the selected item to the Right hand box. Alternatively double click the grouping level to move the item to the box on the right. To undo groupings select the Group item you wish to remove on the right and click LessThan.

To Insert a Page Break after the selected grouping

  1. Click PageBreak to insert a Page Break after any selected grouping option.
  2. By clicking the Page Break button after a selected grouping level, a page break will be inserted every time a new group item appears. Eg. a page break can be placed after Role Type, which will start a new page for each role type.

  3. Click Next.
  4. Run Query Specify the Columns to include

Specify columns to Export

Check the applicable checkbox to include all columns in their original order. Leave blank if not required.

The available grouping options are displayed in the left hand box.

Select the Column list required and click the GreaterThan button to move the selected item to the Right hand box. Alternatively double click the grouping level to move the item to the box on the right. To undo groupings select the Column you wish to remove on the right and click LessThan.

Click the GreaterThan2 button to move all items to the right hand box. Alternatively click the LessThan2 button to move all items to the left hand box.

Click the MoveUp button to move an item in the right box upwards, or click the MoveDown button to move an item downwards.

  1. Click Next
  2. Run Query Save Settings or Add to Queue

  3. Click Finish to see Query Results.
  4. Run Query Results

Button Strip

IconDefinition
Print
Print Report (Ctrl+P)
Export Data
Export report data
ExcelAnalyse
Analyse with Excel
WordPublish
Publish to Word
Email
Send as an HTML email
QueriesMerge
Merge these Queries results with the results of a Query shown on another form
Query
View Data Table. Shows the response from that table only. Only shows on certain reports ie: Account Control Report
Properties
Displays Query details