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Open Query Studio 3

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Academic year: 2021

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Using Query Studio to Create a Chart 

 

1. Navigate to proper location: 

Public Folders > Voyager 7 ‐ Circulation and Call Slip > csmdb > Custom Reports 

 

2. Open Query Studio   

3. Set Run Report to “Preview with Limited Data” 

 

4. Expand Presentation Layer and go down to Patron Details > Patron Barcode Group   

5. Pull over Patron Group Code   

6. Pull over Patron ID   

7. Highlight Patron ID column and go to Edit Data > Summarize > Advanced (upper right hand  corner) 

 

8. Set Summary for cells to COUNT   

9. Reset Run Report to “Run with All Data” 

 

10. Go back to Insert Data and add Total Fees Due   

11. Format Data by highlighting Total Fees Due column   

12. At bottom of Insert Data menu expand Filter   

13. Add: Active Patron Barcode Status   

14. Filter out any unwanted Patron Groups using the Edit Data menu   

15. Edit Title   

16. In Change Layout menu click on Chart button   

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