Changing an inquiry

You cannot change a standard inquiry, but you can use it to create a new inquiry.

To change an inquiry

1. From the > Reports > Standard Inquiries menu, click the inquiry you want to change.
2. Change the columns on the inquiry, as needed. You can add, move, delete, and sort columns. You can also group information and link to other inquiries.
3. Click the Properties button.
4. Change the short description in the Informational Text field, as needed.
5. Set conditions or change conditions to limit the data that appears in the inquiry.

6. Do one of the following:

• To save your changes as a new inquiry, click Save as, type the new name in the Custom Inquiry Name field, and click OK.
• To apply your changes to the existing inquiry, click Save.