Manage custom queries

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You can create, duplicate, edit, and delete queries as needed.

For details about product features, usage, and best practices, click ? or Help.

  1. Open the Queries & Reports page: select MenuReportingQueries & Reports.

  2. Select the Queries tab.

  3. Select one of these actions.

    Task

    Steps

    Create custom query

    1. Click New Query, and the Query Builder appears.

    2. On the Result Type page, select the Feature Group and Result Type for this query, then click Next.

    3. Select the information for the chart or table to display the primary results of the query, then click Next.

      If you select Boolean Pie Chart, configure the criteria to include in the query before proceeding.

    4. Select the columns to be included in the query, then click Next.

      If you selected Table on the Chart page, the columns you select here are the columns of that table. Otherwise, these columns make up the query details table.

    5. Select properties to narrow the search results, then click Run.

      The Unsaved Query page displays the results of the query, which is actionable. You can take any available action on items in any table or drill-down table.

      Selected properties appear in the content pane with operators that can specify criteria used to narrow the data that is returned for that property.

      • If the query didn't return the expected results, click Edit Query to go back to the Query Builder and edit the details of this query.

      • If you don't want to save the query, click Close.

      • If you want to use this query again, click Save and continue to the next step.

    6. Click Save.

    The new query appears in the Queries list.

    Duplicate query

    1. From the list, select a query to copy, then click ActionsDuplicate.

    2. In the Duplicate dialog box, type a name for the duplicate and select a group to receive a copy of the query, then click OK.

    The duplicated query appears in the Queries list.

    Edit query

    1. From the list, select a query to edit, then click ActionsEdit.

    2. Edit the query settings and click Save when done.

    The changed query appears in the Queries list.

    Delete query

    1. From the list, select a query to delete, then click ActionsDelete.

    2. When the confirmation dialog box appears, click Yes.

    The query no longer appears in the Queries list. If any reports or server tasks used the query, they now appear as invalid until you remove the reference to the deleted query.

    Run query

    1. From the list, select a query to run, then click ActionsRun.

    2. View the results of the report in the main page.

    3. Use the Options menu to export the results, if needed.

    4. Click Close to exit.

    Schedule query

    1. From the list, select a query to schedule, then click ActionsSchedule.

    2. Select the scheduling options

    3. Click Save.