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TrustNet
Add-On Module Overview

Quick Query

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INTRODUCTION:
 

  The Quick Query module allows powerful and easy extraction of information from your TrustNet database.

Each program represents a major TrustNet file, and includes associated files in the relational database. The information can be exported to an Excel spreadsheet, Access or Crystal Reports for additional analysis and formatting.

  Quick Query includes the following programs:
 
  • Account Information
  • Asset Information
  • Payee Information
  • Related Party Information
  • Tax Lot Information
  • Transaction History Information
  The following additional programs are scheduled:
 
  • Daily Transactions Information
  • Pending Checks Information
  • Recurring Payment Information
  • Tickler Information

FUNCTION:


  Within each program, the data selection is organized in two tabs.
    1. Use Field Selection to choose data columns from the primary file or any of the associated files in the relational database.
    2. Use Record Selection to filter the data rows so that you only see the items relevant to your research. For any field in the primary or associated files, you can choose from 15 conditions such as “equal to”, “in range of values”, “contains”, or “in value list”. Up to ten conditions can be specified for each query.
 
  When the query results display, you can sort on any column, or export directly to Excel for more advanced formatting or analysis.
 
  The query results are automatically saved in two formats:
 
  • TXT format works best for short lists or for large-scale text-based comparisons.
  • DBF format works best for importing to Excel, Access or Crystal Reports.
 

If a query will be run more than once, you can save it for future use. When you work with a saved query, it is easy to adjust an element (such as a date condition) and re-run to export fresh data. The same saved queries are available from all of your data sets (including your test data).

 

BENEFITS:


   The Quick Query module adds value to the core system by making it easy to …
   
 
  • quickly view a selected data table on the screen.
  • create a customized mailing list and mail-merge it into a Word document.
  • focus on a subset of your data for efficient review and research.
  • export data that can be formatted into charts and graphs for a formal presentation.
  • research the scope of a data entry error.
  • test with before/after exports for automated comparison.
  • export data to use with Excel’s analytical tools such as pivot tables and lookups.
  • audit a specific data item for all accounts. For example, reviewing which accounts are flagged to produce 1099-DIV/INT/B, or accounts with a blank Tax ID or address.