Generate query results

To generate query results, complete the following steps.

1. Open the query in edit Open the Query Designer or run mode.
2. Optional. Review and edit the query filters as desired. If you want to change the value of a filter, click the Edit (pencil) button (found on the Filters tab in edit mode and on the Review Filters tab in run mode) and apply your changes. Any changes made to the filters in run mode are temporary and will not be saved.
3. Optional. When a query is linked to Microsoft Excel or Word, by default, each record appearing in the query is merged into the spreadsheet or document on a one-to-one basis. To change this behavior and display multiple records in a single row or document, select the Advanced Mail Merge Format check box (found on the Query Setup tab in edit mode and on the Review Filters tab in run mode). This feature is useful, for example, when linking a query to a letter where a single provider has several records listed in the results, but only one letter is desired.
4. Click Run. The query results display with the fields, order, sort, and filters specified.