Use a Saved Query

To access and use a saved query, follow these steps:

1. Open a module's Query screen by clicking Work Order > Query.

2. In the toolbar, click Open Query and the Saved Queries window opens.

   Under Views, four options are listed:

   • My Favorites - The saved queries you have marked as a favorite

   • My Queries - The saved queries created by you

   • Recently Changed - All saved queries in the current segment that were added or updated within the number of days specified in the days field (10 days by default) Enter a different number of days (between 1 and 365) to see more or fewer saved queries

   • All -All saved queries in the current segment

3. Select one of the views and the corresponding saved queries will be listed under Saved Queries.

   All of the saved queries shown in the list are only those in the current segment, regardless of the selected view. To see saved queries from another segment, you need to exit the Saved Queries window and select another segment from the Segment drop-down menu.

4. Select a saved query from the list to view the criteria of the saved query.

5. Do one of the following to run the query:

   • To load the query on the Query screen, double-click the name of the saved query and then click Execute

   • To run the query from the Saved Queries screen, click Execute to run the saved query.

To mark a saved query as a favorite, check My Favorite. You can mark several queries as favorites.

To edit a query before you run it, click Edit next to the query and make your changes. If you want to use the updated query again later, you can save it again by clicking Save.