Query Editor

Note: As we move Query features from database view to web view, Query is currently in a read-only view. To track details, see Query in Web View.

From the query editor, you can view selections for a query’s search criteria, the information that appears when a query runs, the order the information is sorted, and the settings for the query. You can also view the results of a query from the Results tab.

To open the query editor, select the query name or View from the menu.

Note: Some Query features may be disabled as we develop them in web view. For example, tabs in the query editor are disabled if they contain unsupported criteria fields or operators. Full support of these features will be available in future releases.

From Criteria, you can view available criteria fields and criteria operators that determine which records appear in the query results.

From Output, you can view the optional output fields that determine the information you query returns. Output fields display as column headings in your results.

From Sort, you can view the order in which records appear in query results.

From Options, you can view the query type and format, name, category, and description. You can also see if others are allowed to modify and run the query. Other options you can view include:

  • Filtering query with an existing query

  • Suppressing duplicate rows

  • Limiting the number of records in the results

From Results, you can view the records returned by your query run with the output fields included as column headers.

Tip: From the Results tab, you can select Refresh to run the query again.

To share query information or results with other users, from the query editor, select Copy link.

To export query results to a CSV file, select Export.