Run queries for Events and generate reports using customizable conditions and parameters. For example, you may want to see a list of Events starting from January with Client last names beginning with the letter C, and Event totals greater than $500.00.
Select the Reports> Query Generator from the Navigation Bar.
Adding a Condition
1. Select a condition from the Select All Events Where box. Select the parameters from the drop-down list and enter in the appropriate information. For example, if you select Client Last Name, you have a Starts With or Contains option. By choosing Contains, you may enter in a set of characters of the last name you are searching for.
2. Click the Add Condition button.
3. Once all appropriate conditions have been added, select a Sort by: option.
4. Click the Run Query button.
5. The results are shown under the Result Set tab.
6. Click the Generate Report button to generate the report for printing, exporting, emailing, etc.
Deleting a Condition
1. Under the Query Edit tab, select the condition you wish to remove by clicking the Delete link.