Run a Quick Query

Need to create a Quick Query? Refer to Create a Quick Query.

To preview your query after creating it:

  1. Select Preview at the top of the screen to view your query at any point in the creation process.

  2. Once you are happy with all fields and filters added, select Run Query to see your results.

    The results displayed on screen are filtered and ordered based on the criteria you added.

    • At the top of the Query Result screen, underneath the query name, a Row Count displays, showing the number of records returned by your query.

  1. To open the employee's Personal tab, select on either Forenames, Known As, Surname or Employee ID.

    • If required, navigate to any tab on the employee's record and select Query Results to return to your query.

  2. Selecting Actions displays a list of options:

    • Use Query Results opens the Personal tab for the first employee in your query results.

      Work your way through each employee using the back and fourth arrows. With the information gathered from the query results, review/update your employee records, if required.

    • Export to Excel - opens a spreadsheet for the query.

    • Export to PDF - creates a PDF of the query.

    • Print - prints a copy of the query.