Building a Query

1. Select a query subject.
2. Select the column data that you want to appear in the spreadsheet after you run the query.

   For numerical data marked with an asterisk, you can apply mathematical calculations by selecting an operation. For example, you select Operations Daily Total as the subject and then you select the Check Closed Total column. To add all the values in the spreadsheet column when you run the query, select Sum from the Operation drop-down list.

   Use the up and down arrows to adjust the order of the columns in the spreadsheet. For example, if you move a column to the top of the list, that column is the first column in the spreadsheet.

3. In the Filters node on the dialog box window, select a filter and then select options to further refine query results.
   The filters that appear depend on the subject that you select. For example, for most menu item subjects, you can filter by category groups and family group.
4. In the Sort Orders node, define the order in which iQuery sorts the data.
5. Click Preview to verify the query returns expected results.
   Change query settings and preview the query again to fine-tune the query results.
6. Click Run to show the results in a Microsoft Excel spreadsheet.
7. Save the query.

   To save the query on your computer so you can run it at a later time from Microsoft Excel, click Query.

   To save the query as a report, click Report. Users assigned to the custom reports role can run the report from the Reporting and Analytics web application.