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Managing Queries
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Managing Queries
7 Articles
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Excel and Google Sheets Live Sync
🔑 Permissions required: Administrator (All Access) Receive secure, automatic updates to Google and Excel spreadsheets from your Slate queries with Live Sync . To establish a sync to Excel or Google Sheets: Set the service type From the m...
Updated : 04 Mar 2026
Transitioning to Configurable Joins
Configurable Joins are a powerful tool to query your database. As you transition from Local or Slate Template Library (STL) queries to queries that use Configurable Joins, you'll encounter a few differences in features and terminology. This article ...
Updated : 05 Mar 2026
Saved Queries
Use saved queries to regularly retrieve records that match your criteria at the time of each run. Share saved queries with other users to support recurring team workflows. Click Queries / Reports in the top navigation bar. Click New Query ....
Updated : 06 Mar 2026
Saved Queries for Student Success
Saved queries can be used to find the same records regularly to accomplish a recurring business task. Additionally, saved queries can easily be shared with other Slate users. Select Queries/Reports on the top navigation bar. Select N...
Updated : 22 Nov 2023
Query Library
Query libraries package queries for quick access throughout your database. The query library eliminates the need to build custom filters and exports every time a new query is constructed. Custom exports and filters can be built in the library an...
Updated : 04 Mar 2026
Query Building Best Practices
The query is a powerful tool that allows you to retrieve, filter, and transform your data. In order to harness this power effectively, these best practices will help you create robust processes and avoid timeout errors . Consider filter selectio...
Updated : 06 Mar 2026
Query Base Views
You can create custom query bases from materialized views. A materialized view is a query that’s been configured to store the results of its execution in your database. Its data is refreshed on a schedule, rather than as the data changes, whic...
Updated : 09 Mar 2026