Save and Run Query
These steps explain how to save and run your Query after making all Query selections.
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The terms "file," "field," and "record" can also be referred to as "table," "column," and "row" in the context of Queries. For details, refer to the online course CMS 100 - Report Builder: Canned Query.
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Click the up arrow on the Report Builder - Main Menu screen after selecting all desired options (file, fields, records, etc.) for your Query.
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Enter a name for the Query in the Query field on the Exit this Query pop-up.
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The name can be up to 10 characters and cannot contain spaces or special characters.
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Enter a description for the Query in the Text field.
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In the Authority field, leave the selection at LIBCRTAUT.
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This allows others at your credit union as well as CU*Answers Client Service Representatives to be able to use, modify, delete, and run the custom report.
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Click the forward arrow.