User queries can be saved to quickly access again later.

In User Query, click Favorites.

Alternatively,

• In the Main Menu, click Reports, User Query Favorites.
• In Advertising - Select Patients, check User Query. Click Favorites.

Query Favorites is a place to store frequently used queries, run queries, and control user access to queries. From here you can run, add, edit, and delete query favorites. Only queries a user has access to will display.

Security permissions control how much access a user has to queries.

• User Query: User can only view and run released queries from the Query Favorites list.
• User Query Admin: User can run all queries, as well as add, edit, or delete query favorites.

Search: Type a keyword in the search to narrow results.

Show Text: Click to view the query text for the selected query. The text will display on the right.

• Hide Text: Click to hide query text.
• Wrap Text: Check to wrap query text.

Delete: Click to delete the selected query from the list.

Edit: Click to edit the query. See Add or Edit a Query Favorite below for details.

+ New: Click to add a new query. See Add or Edit a Query Favorite below for details.

Released: The Released column determines which queries are available to users without the User Query Admin permission. Check or uncheck queries as needed.

Add or Edit a Query Favorite

Click Add to add a new query favorite. Highlight a query and click Edit to edit query details. The Edit Favorite window will open.

• Title: Enter the title of the query.
• Released: Determines who can run and edit this query.
  • Checked: This query can be run by users with the User Query permission.
  • Unchecked: This query can only be run and edited by users with the User Query Admin permission.
• Prompt for SET statements:
  • Checked: Prompt the user to define user variables (e.g. date range, providers, etc.).
  • Unchecked: Do not prompt the user to define user variables. Change variables in the Query Window instead.
• Query Text: Copy/paste or change the query text as needed. For a list of existing queries, see Query Examples.
• Export File Name: Optional. Enter the default file name to use when this query data is exported.

Run a Favorite Query

Double-click a query from the list to run the report.

• If there are no SET statements, or Prompt for SET statements is unchecked, the User Query window will open.
• If Prompt for SET statements is checked and the query contains a SET statement, the Query Variables window will open.
  
  Enter values, then click OK to view the report.

Additional Resources

See our videos: QuickTip: Find and Run a Query in Open Dental and Custom Query Process Overview.
See our infographic, Searching for Query Examples, for a step-by-step guide on finding and running queries.
See How to Run a User Query for detailed instructions and an interactive workflow on running user queries.

Other Help Pages:

• User Query
• Query Examples
• Query Requests
• Programming Resources
• Report Setup: Misc Settings