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.

1. Click Queries / Reports in the top navigation bar.

2. Click New Query. 

3. Enter the following configurations in the popup window:

   • Name the Query.

   • User - Select a User. This setting will default to the current user.

   • Sharing - Check the Sharing check box to share the query with other Slate users who have the appropriate permissions.

   • Folder - Save the query in a folder and, optionally, a subfolder.

   • Population - Choose a population for the query.

4. Click Save.

For a complete listing of setting descriptions, see Query Settings.