Choosing Files for a Custom Report

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CU*BASE Report Builder (Query)

Specify File Selections

QRYFILE


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This screen appears when you choose the “Choose files” option on the Report Builder Main Menu.

Check out the video related to this topic: Selecting a File (More videos below!)

Helpful Resources

Database Inquiry: Search for Fields and Files

Commonly Used CU*BASE Files (If you have trouble locating the data you need, contact a client service representative for assistance in choosing the correct file.)

Screen Overview

The query tool is very powerful and handling it incorrectly can lead to mistakes in accuracy and processing. Most significantly, incorrect joining (matching) data from multiple files, or incorrect filter settings can lead to significant errors. If you are a new user of query, please be extra vigilant about checking your work (preview the report) after each change you make and contact an expert at CU*Answers with your questions when needed.

This screen is used to choose a file or group of files where the data you need is stored. For CU*BASE users, there are specific files which contain the data needed in most custom reports. After entering the file name and location, use Enter to save changes.

Using Multiple Files

Some reports will require fields from more than one CU*BASE file, joined together based on a common field.

The first file you enter is called the “primary” file. All other files are called “secondary” files. To add a secondary file, use Add File (F9). Additional fields will be added to the screen:

Enter the desired file name. If a third file is needed, use Add ent File (F9) ander another file name. When done, use Enter. A confirmation message will appear; use Enter again to confirm and continue to the next screen.

Field Descriptions

Field Name

Description

File name

Enter the file name where data will be found for this report.

Location

Enter the library name where the file will be found, as follows (in place of the xx, substitute your credit union's two-character CUID):

 Current files: FILExx
 Month-end files: FILExxE

Data set

You do not need to enter anything into this field for CU*BASE reports. The system will automatically fill in the appropriate name when Enter is used.

Format

In this context, a “format” is an arrangement of fields within a database record. You do not need to enter anything into this field for CU*BASE reports. The system will automatically fill in the appropriate name when Enter is used.

Additional Video Resources

Formatting Dollar Amounts

Selecting Fields

View more Query videos.

Visit the Show Me the Steps video library to view more videos!

 

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