Client Management Customer Query Builder Designing a Report Query
Designing a Report Query (continued)
3. Select the data fields to be displayed on the report by either double-clicking on the data field or by dragging and dropping the data field into the Fields to Display area of the Query Design form.
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4. Next Filters will be added to the report query design. For the first filter, drag and drop the Customer_Status field from the Customer Data Group into the Filter area. The Relation field will default to “=”; do not change this selection. In the Criteria column select AR from the drop-down list then press the tab key on the keyboard.
For the second filter, drag and drop the Bill_is_Primary field from the Customer Data Group into the Filter area. Again the Relation field will default to “=”; do not change this selection. In the Criteria column select Y from the drop-down list then press the tab key on the keyboard.
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