Queries
Courtney Drews with OAS shows how to unlock the power of Project Queries in Unanet AE to quickly access, analyze, and report on your project data. In this session, the OAS team walks through creating and modifying queries, using the Query Designer, selecting data fields, applying filters and parameters, customizing outputs, and exporting results. Whether you're a project manager, administrator, or accountant, this training will help you build meaningful reports, identify key project information, and gain greater visibility into your firm's data.
Topics Covered:
Navigating the Search Center
Creating and editing Project Queries
Understanding tables, fields, and data relationships
Applying filters and parameters
Customizing query outputs
Running and exporting results
Practical examples and reporting tips
Perfect for users looking to improve reporting efficiency and make better data-driven decisions within Unanet AE.
