View source for Creating a Custom Report with the Simple Query Builder

The Simple Query Builder is a wizard in Prime that turns making a query into a series of simple steps. By answering a few questions, the user can get out an amazing amount of information. This feature has been greatly improved from earlier versions. 

[[File:SimpleQuery1.png]]

a)	The first step is to open the query builder. Do this either from the Touch Tiles under reports or choose it from the Ribbon Bar under reports.

[[File:SimpleQuery2.png]]

b)	A form opens up that has a series of choices that you need to fill out. If we want to create a new report, the first decision is whether we want to report on a single table or a combination of two tables. This is a new feature.
:1)	A Table or Query opens up an existing table or query for you to report on. 
:2)	A Combination of two Tables gives you a choice of several custom queries that let you report on information from two tables. It would be possible to put choices in here that would include the fields from 3, 4 or more tables.

c)	When the pull down is clicked, the choices of the multiple tables appear.

[[File:SimpleQuery3.png]]

d)	For our example the Eligibility and Clients choice will be used.

e)	Once selected, we see a list of fields from both tables that we can choose to include in our query.
:1)	To select the fields, click on the one you want in the Choose box and press the right arrow to move it into the included box. 
:2)	Pressing the arrow pointing at a line moves all the fields in.
:3)	If you want to remove a selection, click on it in Included fields box and press the arrow pointing to the left. 

f)	Our next choice is limiting the data and ordering it. 
:1)	We use the Limit box to set our criteria. This report is going to include only data where the date open from the Eligibility sheet was in 2016. We use the >= and <= operators to set these criteria.
:2)	The Order box is used to sort the resulting data. The date opened is selected to sort the data.

g)	Use the Run Query button to run your report.
:1)	Before it runs the report, it asks if you want to save the query. This allows you to run it in the future.
:2)	The last step is seeing the results of our query.
:3)	The SQL Language box lets more advanced users see what code the builder constructed. This code could be copied and pasted into the SQL view of a new Access query and further customized.

[[File:SimpleQuery4.png]]

h)	This is the result of our query. The builder allowed us to use fields from two different tables, ClientsW and Eligibility. 

[[File:SimpleQuery5.png]]

i)	If we had saved the query, we could play it back in the future by opening the Simple Query Builder, clicking on Choose and Run a Saved Query, and choose it from the list.

[[File:SimpleQuery6.png]]