The New User Interface features a helpful tool that allows Users to save commonly used queries. It's easy to use, and can be launched from any page with Search filters. 


Save a Query


NOTE- For this example I am using the Manage ARC Plans Page, however you can save Queries from any page with Search filters. 


Step 1. Navigate to Association > Manage ARC Plans.


Step 2. Enter the Search Filter parameters you would like to save. In the example below, I have filtered by all ARC Plans for a selected Manager, in an Open Status, and due in the next 7 days. 


Step 3. Click the Search button to return a list of results. 



Step 4. Select Save Query from the Gear icon drop down menu.  



Step 5. Enter a Title for the new Query. 


Step 6. Click the Save button to save the Query. 



Run a Saved Query


NOTE- For this example I am using the Manage ARC Plans Page, however you can run saved Queries from any page with Search filters. 


Step 1. Navigate to Association > Manage ARC Plans.


Step 2. Select Run Query from the Gear icon drop down menu.

 


Step 3. Select the Query you want to run.