Create Simple mode queries

Simple mode queries search for records based on the system’s lists of tables, fields, and operators.

For example, create a Simple query to search for all students graduating in 2025 who are in homeroom 100. After you save this query and run it again, it will include a student who transfers into this homeroom and exclude a student who moved out of the district. Saved Simple queries always search for records based on the same criteria. See other examples.

Note: The first item to choose is the Table. The table listed is the Root Table for the tab you are on. This is important because it will determine which other related tables can be chosen. You may need to go to the appropriate tab to be able to run the query you want.

Example: You want to create a query to find students who received a grade of D or F during the first quarter. These values are stored on the Transcript Definition table. However, you cannot select Transcript Definition at the Tables field if you are on the Student tab. Navigate to Grades > Transcripts, and perform the query there.

Note: More complex queries include Advanced mode and Direct SQL.

To create a Simple query:

1. Go to a list page, such as the Student List.
2. On the Options menu, click Query. The New Query pop-up appears.

3. 

3. Use the following table to complete the fields.

4. Field	Description
   Tables	Select the table you want to search information in. The table you select determines the Fields selections. For example, if you select the Student table, fields such as Year of graduation and Last name appear.
   Fields	At Fields, select the field you want to include in the search criteria. Note: Fields within each reference table are listed from most commonly used to least commonly used. To change this order to alphabetical, click the Alpha Sort button .
   Operator	Select an operator. For example, if you are searching for students with a specific year of graduation, select Year of graduation in the Fields box, and select the Equals operator. Note: Use the In operator to search for multiple values in one query. In the Value field, type the values separated by a semicolon and no spaces. For example, to search for all students in homerooms 101 and 102, use Operator = In, and Value = 101;102
   Value	Enter the value you are searching for. For example, 2025.

4. In the Tables field, select the table you want to search information in. The table you select determines the Fields selections. For example, if you select the Student table, fields such as Year of graduation and Last name appear.
5. At Fields, select the field you want to include in the search criteria.

Note: Fields within each reference table are listed from most commonly used to least commonly used. To change this order to alphabetical, click the Alpha Sort button .

6. Click Add to add the criteria to the Search criteria box.
7. To delete the criteria from this search, highlight it and click Delete. Or you can add other criteria, or click Search to search for students who match the one criterion you defined.
8. To add other criteria, select the Table, Field, and Operator, and enter the Value, if appropriate. Then, click And or Or to determine if the students should meet the first criteria, the second criteria, or both to be included in the search.

9. 

9. At Search based on, select the records you want to search on to determine which records are included in this query.
10. If you want to save this query to use it again or to give other users access to it, click Save As. The Save As pop-up appears.

11. 

11. Use the following table to complete the fields:

12. Field	Description
    Name	Type a name for the query.
    Query Owner type	Click the drop-down to select one of the following: User: to give a user or yourself access to the query School: to give users at a school access to the query Intermediate Organization: to give all users in an intermediate organization access to the query District: to give all users in the district access to the query
    Query Owner name	Click to change the owner of the query. The owner can edit a saved query.
    Save as filter a set of criteria to selectively screen out incoming information, such as "all active students" or "former students"	Select this checkbox to have this query automatically appear on the Filter menu on this page for all users who are given access to it. If this is selected, the next three fields are accessible.
    Filter Owner type	Click this drop-down to select one of the following: User: to give a user or yourself access to the filter School: to give users at a school access to the filter Intermediate Organization: to give all users in an intermediate organization access to the filter District: to give all users in the district access to the filter
    Filter Owner name	Click to change the owner of the filter. The owner can edit a saved filter.
    Move to top of my list	Select this checkbox to have this filter appear first on your Filter menu . Notes: Including queries on your Filter menu allows you to quickly select a group of records when you access a list page. If a query is first on your Filter menu, it becomes your default filter.

12. Click Save.
13. Click Search. The list page displays the records that meet your search criteria.