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Managing Queries
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Managing Queries
6 Articles
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Excel and Google Sheets Live Sync
Receive secure, automatic updates to Google and Excel spreadsheets from your Slate queries with Live Sync . 🔑Permissions required: Administrator (All Access) To establish a sync to Excel or Google Sheets: Set the service type From the m...
Updated : 04 Mar 2025
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 : 21 Nov 2023
Saved Queries
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. Click Queries / Reports in the top navigation bar. Click New Que...
Updated : 20 Nov 2023
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
Tired of re-building the same exports, filters, and joins within your queries? These query elements can now be created centrally within a database-specific Query Library . The Query Library packages institutionally-desired items for users to acces...
Updated : 23 Apr 2024
Query Building Best Practices
Queries are a powerful tool that allow 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 selections ...
Updated : 02 May 2025