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.
Go to Queries / Reports.
Select New Query.
Enter the following configurations in the popup window:
Name: Enter a name for 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.
Select Save.
For a complete listing of setting descriptions, see Query Settings.