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Query Report Writer

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ProfitSystem Query Maker simplifies the process of executing and creating your own queries and reports.

You can find data by picking up to 18 different comparison operators. Operators use English terminology like: Begins with, Ends with, Exactly matches and Sounds like. You can easily summarize the data you find. You can calculate totals, averages, counts or find the largest or smallest values.

Each query can contain up to 10 conditions (such as 'amount is greater than $100'). Each condition can contain up to 12 comparison values (e.g., 'city equals Chicago, Los Angeles or New York') allowing for a total of 120 comparisons per query.

Furthermore, you can connect the conditions with AND/OR logic and specify parentheses to clarify the order of operations for your conditions. For example, 'amount is greater than $100 and (city equals Chicago, Los Angeles or New York)'. ProfitSystem Query Maker automatically saves your settings so you won't have to re-specify them every time you run a query. You can give each query a descriptive title to make it easy to recognize every time you need it.

You can also copy and then modify existing queries instead of writing each new one from scratch.

When you want to view sets of information based on changing values, ProfitSystem Query Maker lets you create fill-in queries. For example, suppose you want to run weekly sales reports for totals over a certain threshold, but the minimum threshold changes. Every time you run this query, ProfitSystem Query Maker will ask you to fill in the minimum sales threshold.

ProfitSystem Query Maker can display results in the form of:

  • On-screen tabular views (a browse window)
  • Reports
  • Merge letters or labels
  • eMail blasts
  • Text files
  • Databases
  • Excel spreadsheets

Note

File output selections, i.e. text, database or spreadsheets create a file that will be saved to the computer's disk drive. By default in Vista this will be in the c:\programdata\profitsystem\user folder. However, this location may be modified from within the Query maker. HINT Do not have SPACES in the file name and make sure you have security access to save a file to any other folder.

Report output formats may be modified with fonts, grouping levels and report totals. ProfitSystem Query Maker helps you modify the page layout and preview the results on screen before printing. The modified report form is saved as part of the query for future use.

You have the power to set up each query to work exactly the way you want:

  • Select which fields should appear in the query results.
  • Arrange the fields in any order.
  • Pick up to nine fields to sort on, with ascending or descending order for each field.
  • Select up to three fields for grouping results.
  • Specify any number of summaries: averages, totals, counts, maximum or minimum values.
  • Eliminate or include duplicate records at your option.
  • Browse the results in a tabular view before outputting the information to a report or a file.

When you click Query, you are shown a list of all the query sources (or Tables.) A query can be run for customers, or events, or tickets, or purchase orders, etc. You must first select what the query will be based on. After selecting the source, you are taken to the Query Manager.

See the complete ProfitSystem Query Maker manual for more details. This manual is found in the Start-> Program files-> The Profit System group of your windows operating system.