Begin by navigating to the Records page.
Click the Reporting Tools link.Step 1
Click the Query Manager link.Step 2
Use the Query Manager search page to:
• Search for an existing query.
• Create a new query.
• Run queries.
• Rename queries.
• Export queries.
• Copy queries to users.
• Organize queries in folders.
• Delete queries.Step 3
In this example, you want to create a new query.
Click the Create New Query link.Step 4
Use the Records page to select the records on which to base the new query.Step 5
Using the Records page, you should note that:
• The Records page appears after you click the Create New Query or the New Query links.
• The Records search page provides basic and advanced search options.
• You have to click the Search button to display a list of records based on the search criteria that is entered.
• You must select at least one record to create a query.Step 6
If you know the entire record name, description, access group name, or field name included in the record:
1. Select the appropriate option in the Search By field.
2. Enter the name in the begins with field.
3. Click the Search button to display a list of records that match your search criteria.Step 7
You can perform an advanced search by clicking the Advanced Search link.Step 8
If you want to view a list of available records, leave the begins with field blank and click the Search button to display a list of up to 300 records.
You can perform a partial search by entering part of the name in the begins with field.Step 9
Enter the desired information into the begins with field. Enter
Click the Search button.Step 11
By default, only the first 20 records appear on the page.Step 12
Use the Show Fields link to display the record’s fields.
You can use this information to verify whether you want to base the query on this record.Step 13
The Add Record link enables you to access the query fields, from which you can select which fields from the selected record to add to the query.
Click an entry in the Add Record column.Step 14
Use the Query page to add fields to the query content. You can also add additional records by performing joins.Step 15
If you have selected the record for an effective-dated table, a message informs you that an effective-date criteria has been automatically added for this record.
If that message appears, click the OK button to close the message.Step 16
Use the AZ button to sort fields.Step 17
Use the Hierarchy Join link to join parent-child records.Step 18
Use the Delete button (minus sign) to delete the displayed record.Step 19
Use the Check All button to select all of the fields in the record.Step 20
Use the Uncheck All button to clear all selected fields.Step 21
The Primary Key Field icon identifies the key fields in a record.Step 22
The Join link identifies related-record joins by using record prompts.Step 23
Use the Add Criteria button to filter data from the query.Step 24
Select the Fields check boxes to add fields to your query.Step 25
Click the User ID option.Step 26
Click the Description option.Step 27
Click the EmplID option.Step 28
Click the Row Security Permission List option.Step 29
Click the Fields tab.Step 30
Use the Fields page to:
• View how fields are selected for output.
• View the properties of each field.
• Change headings, order-by numbers, and aggregate values.Step 31
Use the Reorder/Sort button to access the Edit Field Ordering page.
Click the Reorder / Sort button.Step 32
Use the Edit Field Ordering page to change the column order and/or sort order for multiple fields.Step 33
Use the Descending check boxes to sort fields in descending order.Step 34
Use the New Column field to enter the new column number to reorder the columns.
Columns that are blank or assigned a zero are automatically assigned a number.
Enter the desired information into the New Column field. Enter
Enter the desired information into the New Column field. Enter
Click the OK button.Step 37
Click any Edit button to access the Edit Field Properties page.
Click the Edit button.Step 38
Use the Edit Field Properties page to format the query output. For example, to change column headings or display translate table values in place of codes.Step 39
Use the Heading section to define a column heading using the following options:
• No Heading: The column does not have a heading.
• Text: The column heading is the text that you enter in the text box.
• RFT Short: The column heading is the short name from the record definition.
• RFT Long: The column heading is the long name from the record definition.Step 40
Click the Text option.Step 41
Use the Heading Text field to assign the heading that appears at the top of the column for the query output for each field listed.
Enter the desired information into the Heading Text field. Enter
Click the OK button.Step 43
Click the View SQL tab.Step 44
Use the View SQL page to view the underlying SQL code that Query Manager generates based on your query definition.
Note that you cannot modify SQL on this page.Step 45
You can save a query at any time after you have selected one record and at least one field for it.
Save queries from any Query Manager pages (except for the Run page) by clicking either the Save button or the Save As link.
Click the Save As link.Step 46
Use the Enter a name to save this query as page (also called the Query Properties page) to view and edit data about the current query, such as the query name and description.
This page is also used to record information about your query, so that you can use it again in the future.Step 47
Use the Query field to enter a short name for the query.
Query names are uppercase and can be up to 30 characters. You cannot have spaces or any special characters except an underscore.
Enter the desired information into the Query field. Enter
Use the Description field to enter an appropriate description for the query.
A description can:
• Be up to 30 characters.
• Be mixed case.
• Include special characters.
Enter the desired information into the Description field. Enter
Use the Owner field to select whether your query is:
• Private: Only the user ID that created the query can open, run, modify, or delete the query.
• Public: Any user with access to the records used by the query can run, modify, or delete the query.Step 50
Click the OK button.Step 51
Click the Run tab.Step 52
Use the Run page to view the results of your query to verify that your query yields the results that you need.Step 53
You have successfully created and saved a query.
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