Run an Existing (Public) Query Using Query Viewer

Overview

Important Information

Use the Query Viewer reporting tool to run pre-defined (public) queries only.

Navigation

Main Menu > Reporting Tools > Query > Query Viewer

Step-by-Step Process

  1. Enter your desired search criteria in the begins with field.
    Notes:
    • The Search By drop-down defaults to Query Name. You can change it to search for queries based on other values (e.g., Access Group Name, Description)
    • Query Name - Most public query names begin with "M_" followed by a two-character abbreviation of the module (e.g., Accounts Payable queries begin with M_AP, Student Financials queries begin with M_SF). The exception is that most Time and Labor queries begin with MTL_.
    • The Advanced Search link allows you to perform a more comprehensive search using these additional conditions: <, <=, =, >=, begins with, between, contains, in, and/or not=.
  2. Click Screenshot of Search button.
  3. Review search results to locate the desired query.
  4. If desired, click Favorite from the Add to Favorites column to add a specific query to your My Favorite Queries list.

    Screenshot for step 4.

  5. To remove a specific query from your favorite queries list, click Remove Screenshot of Remove Icon, or click Screenshot of Clear Favorites List Button to remove all queries from the list.

    Screenshot for step 5.

  6. To run the query, click HTML to generate the results in HTML format in a browser window, or click Excel to download the results directly to Microsoft Excel.

    7. Screenshot for step 6.

    Notes:

    • HTML (Hyper Text Markup Language) is designed to display data with a focus on how data looks.
    • The Run to XML option is not recommended. XML (Extensible Markup Language) is not designed to display data.
    • A new browser window opens when you select either the Run to HTML, Run to Excel, or Run to XML option.
  7. If necessary, complete the applicable report prompts.
    Note: If you are prompted for a Date Time value, use the format in this example: 11/04/2011 12:00:00PM

    8. Screenshot for steps 7-9.

  8. Click Screenshot of View Results button to run the report and download the report to Excel or to an HTML page.

    9. Note    : If viewing results in a HTML page, you have the option to download the query results to Excel Spreadsheet, CSV Text file, or XML File format. Alternatively, use your browser's print functionality to print your results.

    Screenshot HTML page with download links