How to Build a Saved Query

To create a saved query, follow these steps:

1. Open a module's Query screen (for example, Work Orders > Query).

2. Build the query you want to be able to use again later. You can add many or just a few field values, advanced query criteria, and dynamic values as needed.

3. In the toolbar, click Save .

4. In the Save Query pop-up window, enter a name for the query you are saving.

5. Click Save.

Your query is now saved for use again later. You can run the query now, as usual, or you can exit the Query screen.

To access your saved query later, you will click the Open Query button and then select the query you saved. See the Use a Saved Query topic for full details on using the Saved Queries window.