Organizing Queries


Concept


Steps:

  1. Begin by navigating to the Query Manager search page.

     

    Click the Reporting Tools link.

    Step 1
  2. Click the Query Manager link.

    Step 2
  3. Enter the desired information into the begins with field. Enter

     a valid value
     e.g.
     "demo"
    .

    Step 3
  4. Click the Search button.

    Step 4
  5. Click the DEMO_NEW_QRY option.

    Step 5
  6. Click the Action list.

    Step 6
  7. Use the Add to Favorites option to add selected queries to My Favorites Queries list.

    Step 7
  8. Use the Copy to User option to copy private queries to other users.

     

    The user who is being copied to must have access to the records with which the query is associated.

     

    If that user does not have access, the query does not appear in that user’s search list.

    Step 8
  9. Use the Deleted Selected option to delete any public query that you have access to as well as any private query that you have created.

    Step 9
  10. Use the Move to Folder option to move queries in folders to easily access the queries.

    Step 10
  11. Use the Rename Selected option to changes the name of the selected queries.

    Step 11
  12. You can access a frequently used query from the Query Manager search page by designating the query as a favorite.

     

    Click the Add to Favorites list item.

    Step 12
  13. Click the Go button.

    Step 13
  14. After you create a favorite, the My Favorite Queries list appears on the Query Manager search page.

     

    A search for those queries that are in the list isn’t necessary because the favorites appear on the search page.

    Step 14
  15. Note that the selected query, DEMO_NEW_QRY,  now appears in the My Favorite Queries section.

    Step 15

You have successfully added a query to your favorites list.

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