Using the Query Wizard

The Query Wizard is a series of dialog boxes that you cycle through to create a report query.

To use the Query Wizard:

1. Open 4-2 Payable Invoices/Credits or any window where you can recall existing records.

2. On the toolbar, click the Find Records button.

3. In the Query List window, press the New button.

4. Enter a query title in the Query Title field to be displayed at the top of the report and click Next.

5. To select the fields you want to display, in the Layout the Report window, do the following:

   1. In the Tables list, select a database table.

   2. In the Fields list, select the fields you want to display.

   3. In the bottom panel, you can do the following actions:

      • Add grouping to the report by dragging columns to the group area in the dark gray band. A maximum of three fields can be used for grouping.
      • Add sorting by clicking on a column. The number that appears next to the column name is the next consecutive number after the last group. If no groups are defined, the sort column displays a 1. You can have multiple sorts in the main column row by holding the shift key when clicking additional columns.
      • Add sorting by clicking on a column. The number that appears next to the column name is the next consecutive number after the last group. If no groups are defined, the sort column displays a 1. You can have multiple sorts in the main column row by holding the shift key when clicking additional columns.
      • Add sorting by clicking on a column. The number that appears next to the column name is the next consecutive number after the last group. If no groups are defined, the sort column displays a 1. You can have multiple sorts in the main column row by holding the shift key when clicking additional columns.

      Repeat steps a through c until you have selected all the tables and fields you want to display in your query, then click Next.

6. To select the fields by which you want to sort the data, in the Define the Selection Criteria dialog box, do the following:
   1. In the Tables list, select a database table.
   2. In the Fields list, select the fields by which you want to sort the query results

   3. In the bottom panel, you can:

      • Select the comparison option to set as the default.

        Note: For example, if you would like the default to be between or equal, you can set that as the default on the report printing window.

      • Lock criteria values to fix those values permanently in the report.

        Note: For example, in an invoice report that should exclude voided invoices, lock the invoice status criteria as 'Less than 5-Void.'

      Repeat steps a through c until you have selected all the tables and fields by which you want to sort your query results, then click Finish.

7. In the Query List window, click the report you want to run, and then click Run.
8. Enter any values necessary for the selection criteria presented, and then click Run.