query - Saving and using report queries

Saving and using report queries

Some report windows allow you to save your report criteria in a query. A saved query can include the report name, store selection, and other settings.

Notes:

When you select a saved query, it will update the report specifications window with the criteria that you saved. You can then run the report using those criteria, or modify the criteria and then run the report.
After selecting a saved query and modifying its criteria, you can save the modified query under the original name, or you can save it as a new query with a different name.
Users CANNOT share queries. Only the saved queries that you create will display.

See the following steps to save, use, or delete a query.

To save a new query:

To use a saved query:

To delete a saved query:

Select the query and click Delete

Save a new query

Enter your report criteria and name your query

From a query-enabled report tab:

Enter a name for your new query in the Name for New Query field.

Note: Leave the Selected Query drop-down list at Not Selected when you are saving a new query.

Change the report criteria to the settings you want to save as a query.

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Save your query

Click Save when your settings are complete.

Important: Do this before running the report.

If you wish to run the report now, click Report or Display (if available). Otherwise, can click Back to return to the previous window.

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Use a saved query

Select the query

From a query-enabled report tab:

Click the arrow by the Selected Query drop-down list to display a list of saved queries.

Select the query from the list.

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Click Reset and make changes

Click the Reset link. The window re-displays with the settings that were saved in the query.
If needed, enter a different name in the Report Name field. This will be the title of the report, and will appear on each page of the report
Make any desired changes to the report settings.

Note: You can save any settings you have changed as a new query. Enter a Name For New Query and click Save.

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Run the report

Click Report or Display (if available) to run the report.

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Delete a saved query

Select the query and click Delete

From a query-enabled report tab:

Click the arrow by the Selected Query drop-down list to display a list of saved queries.
Select the query from the list.
Click Delete.

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