Creating a Database File

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

CU*BASE Report Builder (Query)

Database File Output

QRYDBASE

images\qrydbaseg_shg.gif
Click here to magnify

 

This screen appears after selecting “Database file” (3) on the Choose Output screen.

This screen is used to produce a new file using data pulled by this custom inquiry. The most common use for this is to produce a file that can be downloaded to a computer for use in a spreadsheet or word processing package, such as when creating personalized letters or mailing labels. The database file could also be downloaded and stored on a diskette to provide requested data to a third-party vendor.

When done, use Enter to save.

Field Descriptions

Field Name

Description

File name

Enter the name for the new database file. Up to 10 characters can be used. The file name must begin with an alphabetic character (A through Z, $, #, or @), followed by any alphanumeric characters (A through Z, 0 through 9, $, #, @, ., or _).

·     Examples: NAMEADDR or INVEN1203

Location

Enter the name of the library where the database file should be stored. For all custom reports, use the QUERYxx (where xx is your credit union two-character ID).

·     Exception: For the file used to define selective statement inserts, use FILExx instead.

Data set

This field is not used for CU*BASE reports.

Data in file

Choose one of the following:

1 = New file - Use this if creating a new file, using a name that you have not used before.

2 = Replace file - Use this if creating a file using a name that has already been used. The new data will completely replace all data from the existing file.

5 = Add to Member – Used exclusively in string queries, select this option when you are working with similar files and fields and you wish to insert your current results into a pre-existing file from earlier in the string. All rows from your current results will be inserted into the bottom of the file without affecting any pre-existing rows.

NOTE: Add to Member only works if both the existing file and your new query results are identical in column structure. Every column in the existing file must have a counterpart in your new query results, and each must be exactly the same length and format (numeric, alphanumeric, date, etc).

The remaining options (New Member, Replace Member, and Add to Member) are not needed for CU*BASE reports. “Member” in this context has to do with internal file structure, not with your credit union members!

Authority

This field controls what access others will have to this database file.

For credit union staff, we recommend that you choose *LIBCRTAUT (the default). This allows others at your credit union as well as CU*BASE Client Service Representatives to be able to use, copy, or delete this file.

·     CU*BASE Client Service Representatives should choose *ALL if a credit union should also be allowed to access the file.

Other choices are not recommended. Click here for a more detailed description of the available options.

Text

Enter some descriptive text that describes the purpose of this file. This text will appear when viewing a list of files in a library. Files are different from query definitions; you can view file names and descriptions within Tool #1980 Library Dashboard. You can view contents of a file by entering it into a query definition and use the Preview Report feature.

Print report definition

Place a checkmark in this field to print a record of the entire custom report definition, after the database file is created. The definition can be helpful if you wish to document the parameters used to produce the report.

  • This option does not print the results of your query report, only the definition of your query which details file sources, parameters selected, location, etc.  If you want to print the results of your query (Ex. List of member details), return to the previous screen and select “Printer”.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#QRYDBASEg.htm