Saved Queries

Saved queries can be used to find the same records regularly to accomplish a recurring business task. Additionally, saved queries can easily be shared with other Slate users. 

  1. Click Queries / Reports in the top navigation bar.
  2. Click New Query
  3. Enter the following configurations in the popup window:
    • Name the Query.
    • User - Select a User. This setting will default to the current user.
    • Sharing - Check the Sharing check box to share the query with other Slate users who have the appropriate permissions.
    • Folder - Save the query in a folder and, optionally, a subfolder.
    • Population - Choose a population for the query.
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