From the main menu, click on Ad Hoc Query.

Click on New.

Place a name in Query Name.

Select appropriate category:

                CAP – Anyone in your CAP can use this query and make changes to it

                State Wide – Anyone within the state can use this query and make changes to it

                User – Only the user that creates this query can use and make changes to it

Select the data type that you want to query (*Special notation).

*All Customer Records – This will show only those who have currently received services and not those who have been transferred

                *Action/Case Plan – Anything dealing with programs

You can add a query to your favorites by marking “favorite”, which will make it easier to find a particular query each time.

To keep from getting duplication, mark “exclude duplicates”.

Click Save when you are done.

Query Criteria is used to determine what you are looking for.

If you want to see all clients who are between 25 and 40 who received LIHEAP Crisis Assistance award for Randolph County between January 1, 2010, and April 1, 2010, you would search by the following criteria:

Click on Age under Customer - General.

Select the appropriate operator.

Enter the appropriate value.

The above steps are done for each query criteria entry.

Click on AP Agency Program under Customer – ROMA Elements.

Select the appropriate operator.

Enter the appropriate value.

Click on Award Date under AwardPro - Awards.

Select the appropriate operator.

Enter the appropriate value.

Click on the Field Selection Tab.

This is where you enter the information that you want to see on each client.

Click on the plus sign next to Customer – General.

Select the General information you wish to see.

Click on the plus sign next to AwardPro – Awards.

Select the Award information you wish to see.

Once you have selected all items click on Save.

Click Get Data.

Click OK.

This provides the information you were looking for.

This report can be exported to Excel by clicking on Excel File Export.