Create a Query

A Query is a way to limit or filter out the records that you don't want to see in a report or a way to include just the information you do want to see. The most often used and most often needed queries are for Event reports. Most people don't want to see every item on their Calendar. They want to see just events that actually have an appointment time, or they only want to see the events for one attorney. Queries allow you to do this. We will create a Query that limits a Short Format Calendar to print only events that have a What code of Appointment.

Click on File|Reports|Events. You will see one of the two following screens:

If you see the first screen, Click on the Report button. You will then see the second screen. Scroll up or down until you see *Short Format Calendar. Once it is highlighted Click OK. You will then see the following screen:

If you were to print this report now, it would print all of the events in your Abacus database. There are two ways to automatically limit the amount of data you get. One is the Interval or date range. This limits the report to that interval of days. The other is the Who. This allows you to limit the report to just one attorney or Who code. Those two options are performing a function similar to a Query but can't get any more specific than that.

Click on the Query button. You will then see a list of queries similar to the following screen:

Click on Add. You will then see the following screen:

Type in a Query ID. I doesn't matter what you call it. It is generally best to call the query something indicative of what it is. Since this is a query to list just Appointments, call the query APPT. A query name can only be up to eight characters in length. You can also give it a lengthier Description if you want. It is not mandatory. Click on Add. You will then see the Expression Editor:

Click on the down arrow next to Field. You will then see a list of fields for Events.
Highlight What then click OK.
This will put What in the Fieldbox. (The What field in an Event means just that, what is this Event?)
The Comparison =equals/starts with is the one we want to use on this query (if this query was different you could also click the down arrow next to it for other choices).
The Value is word or string of letters that you are looking for in the What field. In this case the word you are looking for is APPT. It is important to note that your value, in general, needs to be spelled EXACTLY as it appears in the Event.
If you typed in Appointment in the value box and all your Events had APPT in the What field, then the query would say "No Records Found".
If you save this query now, it will print ALL appointments (events with APPT in the What field). This would include Done AND Not Done events.
If you wanted to further refine this query to just Not Done appointments, click on Add again. You will see a box asking how to combine the previous condition (first line).
Click on And. You will then see the Expression Editor again.
Click the down arrow next to field and highlight Status (the Status field indicated the status of the event, done or not done).
Click on OK. The Comparison will be the same as before =equals/starts with.
The Value will be N Now the query looks like this:

Click on OK.
You will then see your new query in the list of Queries.
Click OK.
You will then see the Events Report Control screen again and nextto the Query button it will say APPT.
Print this report to your screen and you will see only appointments(events with APPT in the What field) that have a Status of N (not done).
This is a simple query. You can make more complex querieswith a little practice.

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