What is the Query Toolbar?

The Query Toolbar helps users control their Finds and Reports.

The Query Toolbar

• In Account Administration, there are several functions available in the Query Toolbar
  • The Apply button is used to generate results after creating or modifying a Query, or as a way to refresh if the Query has sat open on the computer screen for some time
    • If this is a Shared Query, this button will not be visible to some users of that Query
  • The Copy button is used to create an exact, editable copy of the selected Query
  • The Save button is used to save the Query after creating it or after making changes to its Filters and Options
    • If this is a Shared Query, this button will not be visible to some users of that Query
  • The Schedule button is used to set up an emailing schedule so that the results of the Query are emailed to the current user on a regular basis
  • The Report/Find button is used to take the user from a Find version of the results to an editable Report version, or from a Report version to an editable Find version
    • If this is a Shared Query, this button will not be visible to some users of that Query
  • The Delete Find/Report button is used to fully delete the saved Query
    • If this is a Shared Query, this button will not be visible to some users of that Query
  • The Next button is used to go the next page of the results
  • The Print button is used to print results to PDF, Excel, or CSV