Administration Guide › Queries and Reports › How to Create a Query › Open Query Design Wizard

Open Query Design Wizard

To create a new custom query, create a copy of a query, or edit an existing query, you must open the query design wizard.

To open the query design wizard

1. Click the Queries and Reports tab, then the Queries subtab.

   The Query List appears.

2. Click Options and select New.

   The query design wizard appears.

   When using the wizard:

   • Click Save to save the query without closing the wizard.
   • Click Save and Close to save the query and close the wizard.
   • Click Reset to restore the wizard display to the last-saved settings.

More information:

Add Query Details

Add Query Columns

Create a Query Display Visualization

Add a Drill Down Report