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.

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.