Accessing Your DataAccessing Your Data

Primarius Users Group 2012Primarius Users Group 2012

4 Ways to Access to Your Data

Accessing Your DataAccessing Your Data

Reports using the Report Interface

Exporting Reports to Excel

Using Excel and an ODBC connection

User Queries

Report Form

Accessing Your DataAccessing Your Data

Accessing Your DataAccessing Your Data

Accessing Your DataAccessing Your DataExport to Excel

Use Analysis reports for best results

Use Data-Only option

Make sure you know where the file is being placed on your computer

Quick Group with Totals

Sort the Data (Data, Sort, Select Column)

Get Subtotals (Data, Subtotals)

Show Group Outline Symbols (Tools, Options, View, Outline Symbols)

Accessing Your DataAccessing Your DataUser Queries

Basic QueriesDonor, Agency, Product, Grant

Receipts, Receipt Details, Order, Order Details

Special QueriesPhysical Inventory History (Product Menu)

Agency Membership Fee (Agency Menu)

Inventory Adjustments (Product Menu)

Accessing Your DataAccessing Your DataUser Queries

Added in the 1.07 VersionAgency Contacts (Agency Menu)

Agency Product Categories (Agency Menu)

User Defined Groups (Agency Menu)

Grants Agencies (Grants Menu)

Inventory (Product Menu)

Order Details with Costs (Orders Menu)

Accessing Your DataAccessing Your DataUser Queries

Selecting Fields to DisplayOn grid, Right-Click Edit Columns

Check the check boxes for the fields

Basic SelectionsOnly allows FROM and TO

Use User Query/Query Type/ Edit Type for advanced queries

Accessing Your DataAccessing Your DataUser Queries

Advanced SelectionsUser Query, Select Type, Select Edit Type

New Query

Add a New Query Name, Select a template

Accessing Your DataAccessing Your DataUser Queries

Advanced SelectionsAdd a New Condition

Select Column Name (Field)

Select an Operator (Is:)

Select Data

If adding more than one condition, select Open, And or Or and Close Options

Press Save

Accessing Your DataAccessing Your DataUser Queries

Advanced Selections

Query will now show under User Query, Query Type

On the grid, use right-click, Copy Grid Data to Excel to export data

Accessing Your DataAccessing Your DataConnecting to Data from Excel

Accessing Your DataAccessing Your DataConnecting to Data from Excel

Accessing Your DataAccessing Your DataConnecting to Data from Excel

Accessing Your DataAccessing Your DataConnecting to Data from Excel

Accessing Your DataAccessing Your DataConnecting to Data from Excel