Save Your Financial Queries
Saved queries just got more powerful.
About a week ago, we introduced Saved Queries across Yahrzeits—making it easy to store and rerun the same search criteria without rebuilding filters every time. If you missed that update, head over to blog.shalomcloud.com for the full announcement and a walkthrough video.
Now we’ve expanded Saved Queries to one of the most time-sensitive areas of reporting: Financial Transactions.
What’s new: Save and reuse Financial Transaction queries
When you navigate to Queries → Financial Transactions, you’ll now see a dropdown that lets you select from any queries you’ve previously saved.
The first time you use it, the list will be empty—because you haven’t saved anything yet. But once you run a search you know you’ll need again, you can store it with a name and description for quick reuse.
Example: Save a fiscal year + fund + status search
Here’s a practical scenario:
- Go to Queries → Financial Transactions
- Build your query criteria (for example):
- Filter by Fiscal Year
- Select specific funds (e.g., Qantas Music Fund and Rabbis Tzedakah Fund)
- Set the transaction code/status to Paid
- Run the search to confirm you’re seeing the right results
Once you have the results you want, you’ll see new fields that allow you to:
- Enter a short query name
- Add a longer description (helpful when your team saves multiple similar searches)
Click Save Query, and you’ll get a confirmation that it’s been saved.
Run the same report again—without rebuilding it
When you come back later, simply:
- Return to Queries → Financial Transactions
- Open the Saved Queries dropdown
- Select your saved query
All of your criteria—such as the fiscal year, selected funds, and the paid transaction code—will be automatically restored.
Why this matters
Saved Queries for Financial Transactions help you:
- Save time on recurring financial lookups
- Reduce errors from re-entering filters manually
- Standardize reporting by reusing consistent criteria
- Move faster when you need answers quickly
If you rely on the same financial transaction views week after week, this update is designed to make your workflow smoother and your reporting more consistent.