Saving a query is useful when you need to repeatedly pull a list. You can name the query with a brief description and save it for future use. You can also save the query under a specified folder.
HOW TO SAVE QUERIES
From the query results screen, click Options and select Save Query.
When saving a query, you will have the ability to select which folder to save it under, My Organization’s Queries or My Private Queries.
Queries are saved automatically under:
- Recently Run Queries
- Created by Me
- Scheduled Queries
Helpful Hint: While your colleagues may have the ability to view your saved queries, they cannot overwrite them.
HOW TO RUN SAVED QUERIES
- To run a saved query, navigate to the app and click on Queries in the left menu.
- Find your new query in the query center.
- Click on the name of the query and it will run.
Helpful Hint: You can also click on the chevron on the right-hand side of the screen and a drop-down menu will appear with the option to run.