<h2>Table Of Contents</h2> <ul> <li><a href="#create">Create Custom Query</a></li> <li><a href="#save">Save Custom Query</a></li> <li><a href="#run">Run Saved Custom Query</a></li> <li><a href="#edit">Edit Custom Query</a></li> <li><a href="#delete">Delete Custom Query</a></li> </ul> <p><br/></p> <h2><span id="create">To Create a Custom Query:</span></h2> <p><br/> 1. Navigate to <strong>Reporting > Queries</strong> and click on <strong>New Custom Query.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/NewCustomQuery.png" alt="" title="" /> <br/> <br/> <br/> 2. Choose the Data Class (the specific information you would like to query) and click <strong>Proceed.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/Proceed.png" alt="" title="" /> <br/> <br/> <br/> 3. Select the Data Field that you would like to search by clicking the drop down box. Select the Operator field to choose from a number of different comparison operators. Type the criteria in the the 'value' box. <br/> <br/> Please note that the query provides additional advanced options such as 'Not', or 'Param' in addition to allowing for additional criteria. Please contact help personnel for direct support and additional help with these advanced features. <br/> <br/> Once you have correctly defined the query, click on the <strong>Run Query</strong> button to view the results.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/Run%20Query.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="save">To Save a Query:</span></h2> <p><br/> 1. Navigate to <strong>Reporting > Queries</strong> and click on <strong>New Custom Query.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/NewCustomQuery.png" alt="" title="" /> <br/> <br/> <br/> 2. Fill in the necessary fields within the query <br/> <br/> 3. Once you have correctly defined the query, click on the <strong>Show save options</strong> button on the bottom of the Custom Query, name the Query, put it where you want by clicking the scope drop down box, then click <strong>Save Query</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/Save%20Options%20Button.png" alt="" title="" /> <br/> <br/> <br/> <img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/SaveQuery2.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="run">To Run a Saved Query:</span></h2> <p><br/> 1. Navigate to <strong>Reporting > Queries</strong> <br/> <br/> 2. Find the query you would like to run then click the run button to the left of the query.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/RunQuery.png" alt="" title="" /> <br/> <br/> <br/> 3. View the Custom Query Results</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/CustomQueryResults.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="edit">To Edit a Query:</span></h2> <p><br/> 1. Navigate to <strong>Reporting > Queries.</strong> <br/> <br/> 2. Click on the name of the query you would like to edit.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/StreetAddress&#95;Cedar.png" alt="" title="" /> <br/> <br/> <br/> 3. Edit the necessary fields, then click <strong>Save Query</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/SaveQuery.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="delete">To Delete a Query or Advanced Search:</span></h2> <p><br/> 1. Navigate to <strong>Reporting > Queries.</strong> <br/> <br/> 2. Check the box next to the query you would like to delete and click <strong>Delete.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Reporting/Queries/DeleteQueires.png" alt="" title="" /></p>