This is a very important tool and a good knowledge of this tool will help you to use the application more effectively.
This is a simple 4 Steps process wherein you will have to choose the fields that you want to appear on the reports. It is a straight forward method of choosing the output fields from all categories, except the Salary Information Category. Under the Salary Information Category, for Payroll month field the application will consider the information of all the months of the year. However, if you want to generate the report for a specific month, the preferences has to be set to enable this.
Steps to create a QB
- From the home page go to Reports > Query Builder.
- Click on New Query.
- Select the Category from the drop down menu. The list of available fields will be displayed.
- Choose the output fields for display. You can use the arrow for navigating from Available fields to Output fields.
- You will now have to select the order in which the fields will have to appear on the report. Use the Up and Down arrow here for navigation.
- Now select the Conditions to filter the information and click on Next.
- The Results of the query will be displayed. You can choose to modify the query by clicking on Back or save to store the report.