To assist you with editing and running queries in the Business Intelligence (BI) section, please follow the step-by-step instructions below. A screenshot is also included for your reference.

Step 1: Navigate to the Queries Section

• Go to the left-hand menu and click on Business Intelligence (1).

• Then select Queries (2).

Step 2: Search for the Query

• Use the search bar or scroll through the list of queries to locate the one you need, such as 1099 LIST (3).

• Click on the query name to open it.

Step 3: Edit the Query

• The query content will appear on the right-hand side (4).

• If you have the necessary permissions, you can edit the query directly in this box.

Step 4: Run the Query

• After making any changes, click the Run Report (5) button to execute the query and view the results.

Step 5: Save Changes (if needed)

• To retain your edits, click the Save (6) button.

Step 6: Export the Results (optional)

• Once the query runs successfully, you can use the Export to Excel option at the bottom to download the results.

Please refer to the screenshot below for visual guidance on these steps.