How Can I Delete A Saved Query?
- Login to your workspace
- On the left pane, click on "Transactions > All Transactions"
- Load the query you want to delete (more details)
- Click on the menu dropdown at the top right (next to "Save Query")
- Select "Delete Query"
- The saved query will be deleted
- To learn more about saved queries, click here.
Sharing Saved Queries
Saved queries are shared with other administrators in your workspace.
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What Is A Saved Query?
A saved query allows you to build a transaction filter, and re-use it later. You can use saved queries to: View specific transactions (ex: status = "won") without having to rebuild the filter each time Filter transactions to be applied to a plan (ex: ...How Can I Create A Saved Query?
Here are the steps to create a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions (more details) Click on "Save Query" in the top right corner Provide a name for the saved query ...How Can I Load A Saved Query?
Here are the steps to load a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions (more details) Click on the menu dropdown at the top right (next to "Save Query") Select "Load ...Who Can Load Saved Queries?
Only full and limited admins can load saved queries. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, click here. To learn more about limited admins, click here.How Can I Bulk-Delete Transactions?
Here are the steps to bulk-delete transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions This searches all mapped fields For advanced searches (recommended for deletions) Click on ...