Page 62 - Unanet AE: Administering the System

Masterfile Queries
There are seven query applets in Unanet AE:
• Clients
• Contacts
• Firms
• Opportunities
• Vendors
• Projects
• Employees

The concept of the query tools is to allow the user to define lists of data based on a user
query definition without having to know how to write SQL code to get results. The list
can then be used to navigate to the individual records within the list or can be exported
to Excel.

When creating a query, there are three privacy options: personal, private, and public.

• Personal: Visible only to the user who designs them
• Private: Available only to users who have permission to view private queries
• Public: Viewable by everyone

Activity 7.2 – Create Queries
In this activity, you will create a Client, Vendor, Employee, and Project Query.

Activity Steps

Part 1: Create a Client Query
1. Navigate to Accounts Receivable > Client Queries. The Client Queries applet
opens.
2. Select the New button on the toolbar. The Query Designer window opens.
3. Type Active Clients by Name in the Name field.
4. Select Personal from the Type drop-down list.
5. Select the Input tab.
6. Type is in the Column field.
7. Select the Parameter check box for Clients IsActive.
8. Select the Output tab.

Lesson 7: Creating Reports ©2022 Unanet. All rights reserved. 62