Scenario: Customer query where looking for contacts with the ID/Status of Customer and lives in New York
Start by clicking on the New Dashboard button.
From the Dashboard Panel Wizard, expand Contact group and select Contact Query panel. Click Next.
Now you are going to add the query Contacts ID/Status equals Customer and Contacts State contains NY. Then Click OK
Table = What table you are searching in Field = What Field in the certain table you want to search for Operator = criteria for the data The Operators are:
Contains = contains all or part of the value you are searching for
Contains data = Contains any data, it may or may not apply to the query
Does Not Contain Data = is blank
Ends With = The data ends with a certain letter or number
Equals = The value has to match exactly
Starts with= Starts with a certain number or letter
Value = The data you are looking for, you may have a drop down when selecting values, otherwise you have to type them in
4. Click on the List radio button and click Next .
5. Click Ok when you come to the completion screen.
6. Click Save to give your dashboard a name and save it