Creating IRis query.

Creating IRis query could be often confusing. To make it little bit easier, break the process into two steps:

In Step A: clearly define what are you looking for.

In Step B: decide what fields you want to include in your report.   

Example:

You are looking for all the programs that have a name, and include Email addresses. You don’t need any other programs. In your report you want to include only 3 fields: Name of the program, Address of the program, and Email address.

Note: Newly created programs could be saved without entering a name, and you don’t want these to be included in your report. 

Step A

1. Open IRis, go to Options -- Supervisor Menu – Reports – IRis Query
2. Double click on Program/Agency records
3. Click on “Add” button and enter title of your query. (i.e. Programs-Email addresses)
4. Click on “OK”
5. In “Step1: Select a Field” click on Programs:Referral Name. Setting up this condition, IRis will know to search for name of the program. You can select other field, depending on what are you searching for.
6. In “Step2: Pick an Operator” you can select “Is not an empty field”. It means that IRis will look for all the programs that have some entry in the field “name”. If you were looking for all the programs that contain for example “TER” (as in CENTER), you would select “Begins with or matches” and type in TER.
7. Click “OK” on question: “Finished creating this condition?” Now, because you want only the programs that have some name, AND out of these programs you want to list only these that have email addresses:
8. Click on “Add” and than on “AND” buttons.
9. This will take you again in the “Step 1: Select a Field”, where you would select “Pgms:E-Mail Addresses”
10. In “Step2: Pick an Operator” you can select “Is not an empty field”.
11. Click on “OK”. In case you want to add another condition to your query, you can of course click on “Add” again and repeat the process.
12. After you are finished with creating condition, click on “OK” button.
13. Highlight the name of the query you have just created (i.e. Programs-Email addresses) and click on “Select” button. 

Step B

14. You can chose as many fields as you want in “Fields to pick from” window by double-clicking on a field you want to be included in your query. For example, if you move: Programs:Referral Name, Programs:Referral Address1,  and Pgms:E-Mail Address to the right side of the window, these 3 selected fields will be in your query. Than click on “OK”.
15. Click on “Run” button. This will show you all the programs that meet your query.
16. Hit “Esc” on your keyboard, and click “Yes” on question if you want to continue.
17. Report Setup screen will open, and I would recommend selecting:  Send output to the Screen first before you print it, so you can see how it’s going to look. Than click on “Start Report”