Save Your Queries
Saved queries are here—starting with Yahrzeit Queries
If you regularly run the same searches—month after month, report after report—saved queries are designed to remove the repetitive setup work.
With this initial rollout, saved queries are available for Yahrzeit. More query types are planned for the future.
What is a saved query?
A saved query lets you store:
- The search criteria you entered
- The checkbox selections that control what shows up in your results
Instead of rebuilding the same search each time, you can select a saved query and instantly repopulate everything—then run the search.
How to save a Query
- Run your Yahrzeit Query the way you normally would:
- Enter your criteria
- Select the checkboxes you want reflected on the results screen
- Click Search
- You’ll now see an additional area that lets you save what you just configured.
- Enter:
- A unique name (for example, “Standard Monthly”)
- An optional description to clarify the purpose
- Click Save.
If something is wrong (most commonly: the name isn’t unique), you’ll see an error indicator so you can fix it and save successfully.
How to reuse a saved query later
After you’ve saved queries, they’ll appear in a dropdown the next time you return to Yahrzeit Queries.
When you select one:
- All previously-entered criteria are automatically filled in
- All checkbox selections are restored
From there, you can simply run the search—no rebuilding required.
Example: Create variations without starting from scratch
A common workflow is to start with a “standard” monthly query and then save a second version for a frequent subset.
For instance, you might run your usual monthly site list, then add one more filter—like showing only Yahrzeits observed by active members—and save that as a second query (for example, “Yahrzeit Monthly – Active Only”).
This creates fast, repeatable options while keeping your reporting consistent.
A best-practice tip: keep your saved queries small and intentional
Saved queries are powerful, but they can lose their value if they multiply too quickly.
If you create too many (dozens of slightly different versions), it becomes harder to remember which one to use—and people often fall back to creating “just one more new query.”
A good rule of thumb: keep a minimum set of high-value saved queries that match your most repeated workflows.
Important: saved queries are shared (not personal)
Saved queries are common to your organization.
That means:
- If you save a query, others with administrative privileges will see it
- Saved queries persist even if the person who created them is away
This is especially helpful for consistency across staff—but it also reinforces why clear naming matters.
What’s coming next
Saved queries are currently limited to Yahrzeit Queries, but there are plans to expand this capability to other areas under the query menu, including:
- Financial transaction queries
- Members
- Households
Try it and share feedback
This rollout is intentionally focused so you can start using it immediately, evaluate what works well, and share what you’d like improved. Your feedback will help shape the next phases as saved queries expand into additional query types.