Administration Guide › Queries and Reports › How to Create a Query › Add Query Details

Add Query Details

The first step in creating a new query is entering identifying information and setting any tags you want to include.

To add a new query

1. Open the query design wizard.
2. Type a required query name, and optional short name for use in reports. The short name appears in the report's individual query pane when the query is included in a report.
3. Type any design notes you want in the Description entry field.

   Note: We recommend using this field for information about the query structure. For example, it could contain a detailed explanation on why the query contains certain fields and function.

4. Select one or more tags that you want your query to be associated with using the Tags shuttle control.
5. (Optional) To add a custom category tag, enter a tag name in the Add Custom Tag entry field, and click the Add Tag button.

   The custom Tag appears, already selected, in the Tags shuttle control.

6. Click the appropriate arrow to advance to the query design step you want to complete next, or click Save and Close.

   If you click Save and Close, the new query appears in the Query List, otherwise the query design step you choose appears.

More information:

How to Create a Query

Tag Tasks