New Functionality: Save Decision Support Queries

Sent to the KFS-Update mailing list on July 1, 2016

A new Saved Queries feature was rolled out to Decision Support recently. Using this new functionality gives financial users the ability to save routinely used queries for a number of reports. The following reports now allow users to save queries:

  • Account Summary
  • Fund Summary
  • Account GL Detail Ad-hoc
  • Ledger Reconciliation
  • Account Transaction
Saving and Loading Queries

Users can save and load custom queries using the Load Prompts and Save Prompts buttons at the bottom of the main report prompt screen. To save a query, simply set up the report with the desired search options, and then click the Save Prompts button. You’ll be asked to provide a name and optional description for your query.

After saving a query, it can be loaded at any time by clicking the Load Prompts button and clicking the name of the query. Search options will be automatically populated. You just need to click Run. Saved queries do not expire, and users can delete queries if they’re no longer needed.

For more information, see the Save Query guide.

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