You can specify that all activities should be reported or you can narrow the scope of the report using two levels of query: use the First Query fields to refine the search; use the Second Query fields for more complex reports. Within each level of query, there are four selection criteria: transaction type, field to search, field value, and a logical operator to tie the fields together. All query-related fields are displayed in the Query Selection area in the middle of the screen.
IMPORTANT NOTE: If the number of returned records for a query exceeds 200, the first 200 records will be displayed followed by a message recommending that you download the file to your PC. You must download the file in order to access all results returned.
· Check the All Activities box.
No further query setup is required.
To set up a one-field query, you need to fill in some of the input fields in the First Query section.
1. Choose a transaction type from the Transaction Type drop-down list. All fields associated with that transaction will appear in the Field to Search drop-down lists. If you choose All Transactions here, the Field to Search drop-down lists are populated with every defined field.
2. Choose a field name from the upper Field to Search drop-down list.
3. Enter a value in the upper Value field.
To set up a two-field query, you need to fill in some additional input fields in the First Query section.
1. Follow the instructions above for a One-Field query.
2. Choose a field name from the lower Field to Search drop-down list.
3. Enter a value in the lower Value field.
4. Choose a logical operator And or Or from the drop-down list. And returns records only if they have matching values for both fields; Or returns records that match either one (or both) of the fields.
To set up a complex query, first follow the instructions above for setting up a One- or Two-Field query in the First Query section, and then use the same guidelines to set up another query in the Second Query section.