Set Query Options

All queries are defined using the Query Designer form. Depending on the query type, the query can be accessed from various locations. The Query Designer form, Properties section contains descriptive information about the query. The Properties section is detailed below.

  1. From the Tools menu, select the Queries option.

    The Queries form is displayed.

  2. Select the module and record area, and either create a new query, or modify an existing query.

    Information on creating or modifying a query is available in Create New Query and Modify Query.

  3. Verify that Report is selected for Query Type(s) for the query.

  4. Click the Properties tab to display the Properties section.

  5. In Query Name, enter a title for the report.

    Be descriptive as this name is used in the list of queries.

  6. In Query Category , determine what category the query is included under.

  7. Under Output, specify the number of records to include in the query results.

    Select All Records to view all records, or select Top Records and press Advanced to specify the percent or number of records you want to include in the query results.

  8. Under Query Types, choose how records are displayed.

    You can select any combination of query type.

    Query type Query is available

    Browse

    As a browse list for selecting records.

    Report 

    For use by reports.

    Graph 

    For use in graphs.

    Map 

    For use in maps.

    Data export is available for custom data exports. Custom data export must be enabled.

    More information on custom data export is available in About Custom Data Export.

  9. Under Options, specify additional query options.

    Choose this To do this

    Make the default query in this category

    Only available for browse type queries. When checked, the selected query is displayed when you browse records for the query category.

    Define query manually through custom SQL commands

    Manually enter Structured Query Language (SQL) commands to gather data from FH tables. Not recommended for non-programmers. When checked, the View SQL button is changed to the Customize SQL button.

    Generate a Cross-Tabulation

    Enabled only when Selected Output contains exactly three items. These three items represent the X axis, the Y axis, and the cell value for the graph.

    Note: Selecting Generate a Cross-Tabulation automatically selects the Group and Order By fields for the query. Once selected, you can no longer modify the query unless you clear this option.

  10. In Comments, add any remarks that should listed in the lower left corner of the queries window whenever this query is selected.

  11. Press View/Customize SQL, view or customize SQL,

    Information on customizing SQL is available in Use Custom SQL in A Query.

    Define query manually through custom SQL commands must be checked to customize SQL.

  12. Press Query Modification Historyto view the query modification history.

    Information on adding a password is available in Adding Report/Query/Graph Passwords.

 

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