Save and Run Query

These steps explain how to save and run your Query after making all Query selections.

• 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.

1. Click the up arrow on the Report Builder - Main Menu screen after selecting all desired options (file, fields, records, etc.) for your Query.

2. Enter a name for the Query in the Query field on the Exit this Query pop-up.

   • The name can be up to 10 characters and cannot contain spaces or special characters.

3. Enter a description for the Query in the Text field.

4. In the Authority field, leave the selection at LIBCRTAUT.

   • 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.

5. Click the forward arrow.

Learn More

	Learn more about the Report Builder feature.
	Learn more about building a query.