Saving Criteria

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Criteria can be saved and then reopened later when you want to run a particular search again.  This is particularly helpful for complex searches that take a lot of time to set up.


Note: Reports are normally primarily geared toward activity, membership, or group data. If you save a query for a membership report, it will be available on every other membership report as well.



Saving Report Criteria


1After your criteria is working correctly on the Report Settings window, click the Save icon located on the Criteria Settings tabpage.


2When the "Save As" window opens, enter a name for the search criteria such as, "Expired Dues" or "Committee Members".


3Click OK.  The system will verify that the search layout is valid, and then will save it under the specified name.


4        To reload the search, click the Open/Browse button and select the desired search.