We have received several phone calls recently regarding how to use the Query Data Access tab in Collect and wanted to send out a short blog post with some quick tips.

The Query Data Access tab allows you to create a record set of invoices or receipts meeting specific user-defined criteria, and allows you to search for invoices that share common attributes. With enough planning and thought any record set can be created based on the parameters you enter.

Queries can be run from both the Receivables tab and the Receipts tab.

1. Select the Query tab.
2. Select one or more Attribute(s) for your Query.
3. In the OPER column, use the dropdown menu to narrow your search to:
   • Search numerically (e.g. Bill Amount or Principal Paid).
     • <     Less Than
     • <=   Less Than or Equal To
     • =     Equal To
     • >=   Greater Than or Equal To
     • >     Greater Than
   • Search alphanumerically (e.g. Owner Name or Address).
     •   LIKE
     •   NOT LIKE
4. In the Criteria column:
   • Enter the search criteria you want to create the record set for.
5. Click Query.

The steps within the process of executing a query, as well as examples of how to enter attributes and operators for your intended results, are outlined in our online documentation for Query Data Access Tab.