Creating Queries

The Create Query function enables you to view certain items that meet specific criteria you chose. Queries are available on the Transaction Screen, Employee Profiles Screen, and Merchant Screens.

  • Click on the Create Query button at the top of the Transaction Listing Screen. A screen will appear in which you can create a query.

Figure #32 – Create Query Button

After you click the “Create Query” button the following screen will appear.

Figure #33– Query Criteria Screen

Multiple criteria can be entered for queries. If query results must meet all of the criteria specified, select “All” from the pull down in the “Find Records Where_____” of the Following Apply” field. If query results must only meet at least one item of criteria, select “Any” in this field.

In the fields below the processing buttons, enter the actual criteria that will define the query. Complete the fields according to the information you would like to see displayed on the Transaction, Cardholder or Merchant Listing screen.

Note the three (3) fields beneath “Find Records Where…”. Default settings say “Accounting Cycle” and “is equal to”. You will choose, using the pull downs just to the right of the fields which criteria will be used to define the query. If your query needs to be defined by multiple parameters, click on the button with three “…” dots (right side of screen) to add additional field, variable and value lines.

Figure #34 – Query Screen Setup for Expanded Criteria

Figure #35 – Query Screen with Expanded Criteria

Special Note: If you add additional selection criteria by accident you must click the “Reset Wizard” or Reset button to remove the additional line.

You may also sort your query by using the “Order by the Following Fields” button on the Query Listing screen. You have multiple options for sorting by using the pull-down.

Figure #36 - Sorting Query Results

When you have completed the query parameters, click “Process Query ” button which will return you to the Transaction List screen to view the results of the query.

Figure #37 – Process Query

Figure #38 – Query Results