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.
-
After selecting a file and selecting fields, click Choose Records on the Report Builder - Main Menu screen.
-
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.
-
-
Select the desired comparison value from the Comparison drop-down menu.
-
Following the example in step 2, you would select Not Equal To.
-
-
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.'
-
-
Repeat the above steps for any remaining record selections.
-
Click the forward arrow.