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My Queries

Julie Glass
Modified on: Wed, 19 Jan, 2022 at 5:39 PM

TABLE OF CONTENTS

 My Query Page Overview

  1. Saved Query: These are your saved Queries. 
  2. Table: Results based on your saved query
  3. Next Action Tool: Export Chases, Pend, Assign/Unassign, and download a chart
  4. Query Modification tools: Delete, rename, modify, and save changes to your query. 

  

Save Query

  1. After performing a Chase Query, click Save Query
  2. Enter a Unique Name for your Query
  3. To finalize, click Save
  4. To cancel, click Cancel
  5. Once saved, you will be redirected My Queries
  6. Here you can Delete, Rename, or Modify your Saved Queries 

 

 

Share with Team

  1. After performing a Chase Query, click Save Query
  2. Enter a Unique Name for your Query
  3. Click Make Public to Team
  4. To finalize, click Save
  5. To cancel, click Cancel
  6. Once saved, you will be redirected My Queries
  7. Here you can Delete, Rename, or Modify your Saved Queries

 

 

 

Edit Query Name

  1. Select the Query you would like to Modify
  2. Click Run Query
  3. Click Rename
  4. Edit Name
  5. To finalize, click Save
  6. To cancel, click Cancel

 

 

 

Save Modified Queries

  1. Select the Query you would like to Modify
  2. Click Run Query
  3. Click Modify
  4. Edit Desired filters
  5. Click Run Query
  6. Click Save Query

 

 

 

 

Delete Query

  1. Select the Query you would like to Delete
  2. Click Run Query
  3. Click Delete
  4. You will be prompted to confirm Deleted
  5. To finalize, click Continue
  6. To cancel, click Cancel

 

 

 

 

 

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