The Query Wizard is used throughout the program to let you easily create condition to filter the records displayed in a browse window or printed on a report. New in this version is a Quick Filter button on the main browse screens. This button is very helpful when you know you want to filter records based on a single field and can enter the value to search for exactly (rather than using the contains operator). For example, if you are updating tithes (contributions) records and only want to view records for a specific date, click the Quick Filter button and choose the field "gift date" from the drop down list. Then, either enter the date to search for - or click the ... button to pop up a calendar data picker. Then click OK button. Your browse list is now filtered for that date. To remove the filter, or query condition, just click the Reset button.
Now if you need to create a more complicated query filter, or if you are creating a new query for a report, you want to use the full power of the Query Wizard. On a browse screen, click the Query button and start by choosing the field to filter on:
Above I am using the Gift Date field again as the first field to search. Then click Next.
Because I am searching on a date field there are several choices available as an operator. In this case, I want to create a query to use for the month of December (this is Month number 12) so I will choose the Is This Month (nn) operator.
For the Value Entry field I will enter 12 since I want to create a query to show tithes given in that month.
There are cases when you would want to search another field rather than a constant value as above. Read on to see the next criteria I will use.
At the step above, I could just click the Finish button, but in this example I am going to click the AND button to add another criteria. If I chose the OR button this would create a query where if either condition was true the filter would be applied, but I am using the AND button because I want both conditions to be true.
In addition to showing gifts in the month of December, I want to show gifts where the amount given was equal to or greater than the member's pledge amount. See the next screen where I am choosing the equal to or greater than operator.
As the next screen shows, I am comparing to another field in this step, not a constant value or an expression.
When I click the Next button you will see that I am searching two fields. I can click the Note button to make a description of this query.
Finally when I click finish I can give the Query a name.