Saved Queries

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

1. To run a saved query, navigate to the app and click on Queries in the left menu.
2. Find your new query in the query center.
3. 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.