Saving queries

RB9 only

Instead of re-typing a standard query each time you use it, save it in Query Maker. Both conditions and appearance will be saved for later reuse. You can update the query as needed. You can also share saved queries with other users in your company and publish them in the Query Gallery to share with RB9 users in other companies.

Continued from Creating custom reports.

  1. With the query you want to reuse open in Tools > Query Maker, click Save.
  2. In the Save Query popup, type a name for the query in the *Query Name field (required).
  3. If you would like to give other users in your company access to the query, check the Share with other users box.
  4. Click Save. The saved query name appears in the Query Name field. To:
Reference
Step-by-step instructions