Select Records

These steps explain how to complete the third and final step in creating a custom Query, which is to select records.

  • The terms file, field, and record may 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. After selecting a file and selecting fields, click Choose Records on the Report Builder - Main Menu screen.

  2. Select the desired record from the list in the Available Fields section on the Select Records screen.

    • For example, if you want your report to exclude all members residing in Michigan, you would select State (STATE).

    • To make it easier to view your options, click Display Text to view a brief description of each field.

  3. Select the desired comparison value from the Comparison drop-down menu.

    • Following the example in step 2, you would select Not Equal To.

  4. Enter the desired criteria in the appropriate format in the Criteria column.

    • Text would be entered in all caps and in between single quotes (apostrophes).

    • Following the example in step 2, you would enter 'MI.'

  5. Repeat the above steps for any remaining record selections.

  6. Click the forward arrow.

Learn More

Learn more about the CU*BASE Report Builder feature.

Learn how to build a query.

Watch a VIDEO showing you how to complete the steps above.