Step 3 of 3 - Save Query
This is the final step in the Query Building process.
• Query Name: A descriptive name for the query so it can be easily identified.
• Create Report: If checked, clicking “Finish” will bypass the Results and direct you to the “Create Report” screen once you click “Finish”
NOTE: It is strongly suggested to “Run” the query to ensure the expected data is returned before creating a report. This data will not be formatted or sorted; these options are applied during the report creation process.
• Share: To make this query available to other users who can design reports, select “Share.” By default, the query will be shared with everyone who can design reports.
• Share With: This field will only appear when “Share’ is selected. To specify specific users and/or groups in which to share the query, update the “Share With” field appropriately.
• Description: A detailed description of the query to assist in describing the query details.
Once the Query Name and details have been entered, clicking “Finish” will save the Query and return the user to the Select Query screen. If “Create Report” was selected next to the Query Name, clicking “Finish” will bypass the Query Results and direct you to the “Create Report” screen. Clicking “Save & Run” will save the query to the Select Query list and display the results.
NOTE: It is strongly suggested you “Run” the query to ensure the expected data is returned before Creating a Report. This data will not be formatted or sorted; these options are applied during the report creation process.
