Building a Query

Caution: Do not exceed more than 10,000 resources in a group.

Where: Navigator > Resources > Reports > Queries tab

The high-level steps for creating a query are as follows:

  1. Right-click a group (folder) and select New Query. This launches the Query Editor in the Inspect/Edit panel.

    Note: As a general rule, create new content in the user's own folder.

  2. Define General Query Attributes. At a minimum, fill in the required values (red asterisks) on the General tab.

  3. Define a schema for Query Fields.

  4. Create Query Conditions.

  5. Define Query Variables (optional).

  6. Optional: To add information in the Notes tab, refer to Using Notes.

  7. Click Apply or OK to create the new query.

    Note: Be sure to click Apply or OK frequently to save settings intermittently as you work through the above steps. Clicking Apply saves settings and leaves the Editor open. Clicking OK saves settings and closes the Editor for this query. If you do not apply or accept settings using these buttons, your settings are not saved.