3

Query Search

3.1

Click the Payout tab.

3.2

Click the Query button to display the Query window.

A

Criteria. Click a criteria to define its parameters and add it to the query.

B

Your query displays here as you build it.

3.3

Build your query by selecting and defining the desired criteria as described below. Click a criteria category to see its corresponding criteria.

Carrier
Multi-select Text parameter. Payouts with the specified carriers are returned in search results.
Close Period
Date Range parameter. Payouts with closings in the specified range are returned in search results.
Due
Date Range parameter. Payout with due dates in the specified range are returned in search results.
Payee
Pick List parameter. Payouts with the specified payees are returned in search results.
Payout Type
Pick List parameter. Payouts with the specified payout types are returned in search results.
Treaty
Pick List parameter. Payouts with the specified treaties are returned in search results.
3.4

Make any changes to the query as needed by clicking the criteria's Edit button in the Criteria pane.

A

Expands all query criteria items.

B

Collapses all query criteria items.

C

Removes all criteria from the query.

D

Lets you edit the currently select criteria.

E

Deletes the currently selected criteria.

3.5

If you want to keep the query to use again, click Save to Favorites to display the Save to Favorites window. Give the query a name in the Name field and click Save.

3.6

Click Execute to run the query.

3.7

If you want to run an existing query, click Open Favorites, select the query and click OK, then click Execute.