Refining Queries

You can refine the criteria of any query, a predefined query, or a user-defined query.

Note: If you refine the criteria of a predefined query, you can only save your changes by saving the query with a different name.

To refine a saved query

1. Navigate to the desired screen.

2. From the Queries drop-down list, select the desired query.

   The records meeting the query criteria appear.

3. Do one of the following:

   • Click the menu button, and then click Refine Query.

   • In a list or form, right-click and choose Refine Query.

   • From the application-level menu, choose Query, then Refine Query.

   • Use the appropriate keyboard shortcut.

4. Add and edit the criteria.

5. Click the menu button, and then click Run Query.

   The query is executed and the records appear.