Welcome to the First Step Webinar!

Transcription

1 Welcome to the First Step Webinar! Your presenter will be with you shortly. Please print out the presentation for notetaking purposes at:

2 Mastering Queries and Reports Brand Value: Our software can be customized to meet any need!

3 Quick Queries Using the Query Manager Expert Queries Column Reports Block Reports Label Reports Malpractice Alert Report Operator Audit Report

4 Let s Query Queries How are they Used? Types: Quick Queries Query Manager Expert Queries

5 Let s Query

6 Quick Queries Quick Queries are simple yet limited. Click Query then select Quick Query Click Quick Query Match ALL values record must meet all criteria. Save in list of queries will save this quick query for future reuse. Click Query Enter the desired values.

7 INSTRUCTIONAL BREAK POINT making Clients happy Worldwide!

8 Query Manager Query Manager allows you to create more advanced queries. Click Query Manager Add will open a new Query Builder. Clone will copy the highlighted Query. Click Query Edit will modify an existing Query. Delete will erase the existing Query. Multiple queries can be checked and used at the same time. Expert will allow users to edit the actual query expressions which are more complex. Use Count to total how many records will be shown. Print will print a Query List from the highlighted Query

9 Query Builder Query ID up to 8 character name for the Query. Description Allows you to provide a more detailed description of the Query. Add is used to add a new expression. Insert is used insert a new expression before the highlighted one. Edit will modify the highlighted expression line. And/or is used to select how the highlighted expression will interact with the next expression line. And means ALL lines of the expression have to be met before a record is found. Or means that ANY expression match will find a record.

10 Expression Editor Parentheses can be used to group expressions. Field is the field you want to be searched/queried. Value is the field value you are looking for. Comparison is the field and value comparison. Database will display the fields for the selected database.

11 Expert Queries If you edit a Query in Expert you can no longer modify it with the Query Builder Expert allows users to edit the actual query expressions which are more complex. If you are not familiar with editing actual expressions, you should contact Professional Services for assistance.

12 INSTRUCTIONAL BREAK POINT making Clients happy Worldwide!

13 Reports How are they Used? Types: Column Reports Block Reports Label Reports Special Reports Operator Audit Malpractice Alert Reports

14 Reports Event Reports have built query options for selecting a date range and/or WHO you want to print a calendar for.

15 Reports Report is used to select the desired report to print. Query limits the information in the report. Interval is used to specify cut-off dates. Who selects the who codes to print. Output to selects the destination and output type, for example: to the screen, a specific printer, or a file format type.

16 Column Reports Column Reports display one line per record. Typically used for lists.

17 Column Reports Column Reports display one line per record. Typically used for lists.

18 Block Reports Block Reports are multiple lines per record and are similar in layout to labels.

19 Label Reports Label Reports are block reports that print your Avery labels. With any Name record open, click on the Print icon, select Label and then select your label

20 Abacus has most of the Avery labels already set up for you to use. Label Reports

21 INSTRUCTIONAL BREAK POINT making Clients happy Worldwide!

22 Click on File>Reports>Matters then select a Malpractice Report. Malpractice Alert Report

23 Malpractice Alert Report Click on File>Reports>Matters then select a Malpractice Report.

24 Malpractice Alert Report

25 Operator Audit Report Tracks most recent changes to any records and who made them. Click on File>Reports>Operator Audit. Select the Operator (User) and Date Range.

26 Operator Audit Report

27 FINAL REVIEW making Clients happy Worldwide!

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29 Helpful TidBits Thank you for attending our First Step Class on Calendaring Remember to visit My address is: Tech Support can be