Save Query

1. Save a query of specific search parameters (Orders, Fills, Aggregate Fills)
1. Enter search criteria in the fields for the orders/fills; this can include data in Advanced Search fields. See Search Orders, Search Fills, Search Aggregate Fills.
2. Select Save as favorite--example below of Orders card.
   

3. Enter a query name and select Save & Run.
   
   

1. To use a previously saved query
1. From the Orders, Fills, or Aggregate Fills cards, use the drop-down arrow for Saved Queries (optional) field.
   
   
2. Select a previously saved query.
3. Select Search.

1. To delete previously saved query
1. From the Orders, Fills, or Aggregate Fills cards, use the drop-down arrow for Saved Queries (optional) field.
   
   
2. Select a previously saved query.
3. Select x Delete this favorite. The saved query is immediately deleted.

If you delete a saved/favorite query that is currently used as a nightly report, the system displays the prompt below and you may select Yes or No: