Running Queries



  1. Begin by navigating to the Query Manager search page.


    Click the Reporting Tools link.

    Step 1
  2. Click the Query Manager link.

    Step 2
  3. Use the Query Manager search page to:

    •  Display data in a grid.

    •  Run queries as a separate process and have results sent to a separate browser window.

    •  Schedule queries to run at predefined times or on recurring schedules.

    •  Download query results to a Microsoft Excel spreadsheet.

    Step 3
  4. Use the Search By field to perform a quick search using any field in the drop-down list box.

    Step 4
  5. Use the Advanced Search link to narrow a query search using eight search categories and other conditional criteria.

    Step 5
  6. Enter the desired information into the begins with field. Enter

     a valid value

    Step 6
  7. Click the Search button.

    Step 7
  8. Use the Folder View field to displays queries by folder name.

    Step 8
  9. Use the Check All and Uncheck All buttons to select or deselect all queries that are in the search list.

    Step 9
  10. Use the Action field to organize, copy, delete, and rename queries.

    Step 10
  11. Use the Select check box to flag a query for an action.

    Step 11
  12. Use the Edit link to modify the selected query.

    Step 12
  13. Use the HTML link to generate an HTML version of the query.

    Step 13
  14. Use the Excel link to download the query to a Microsoft Excel spreadsheet.

    Step 14
  15. Use the Schedule link to schedule a time for the query to run.

    Step 15
  16. In this example, you want to create a HTML output.


    Click the HTML link.

    Step 16
  17. The results of your report are displayed.

    Step 17

You have successfully run a query.

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