Query Manager Overview

The Query Manager feature is used to create customized reports. This is a much more comprehensive tool than the Reporting Manager feature because you can select the columns that will be included on the report rather than generating reports based on pre-programmed standard reports. The Query Manager feature has two steps; create a report template using the Reporting Tools palette (GL> Reporting Tools> Query Manager) and then generate the report using the Reports palette (GL> Reports> Query Manager).

Create the report (GL> Reporting Tools> Query Manager)

Query Manager report templates are created using the Reporting Tools palette (GL> Reporting Tools> Query Manager). When you set up a report using the Query Manager window (GL> Reporting Tools> Query Manager), you can select how the report will sort and group the information, which columns will display, the totals that will display and the default filters that will determine which journal entries will be included on the report. When the report is generated, users will be able to modify the default filters.

Generate the report (GL> Reports> Query Manager)

Once the customized template has been created, generate the report using the Reports palette (GL> Reports> Query Manager).