Managing Favorite Queries

   Overview   

As you are given the names of UGA Financial Management queries to use for different tasks, you can save them in a favorites list to cut down on the time it takes to search for a query when you need to use it.

In this article, you will learn how to save, remove and clear queries in the My Favorite Queries list.

1. Step 1

UGA Financials homepage displayed with the Querty Viewer tile highlighted

First, log into UGA Financial Management System. 

You save your favorite queries in Query Viewer.

2. Step 2

Query Viewer search page displayed with the Search By field highlighted

The Query Viewer search page is displayed. Type the name of your query in the Search By Query Name field.

Note: Queries developed for OneSource start with UGA followed by the module abbreviation. Example: UGA_AP for Accounts Payable queries.

Enter appropriate information into the Search By field.

Example shown here: Enter "UGA_TE" into the Search By field.

3. Step 3

Query Viewer search page displayed with the Search button highlighted
Click the Search button. 

4. Step 4

Query Viewer search page displayed with the Favorite button highlighted

Queries that match the criteria are displayed. To add the query to your My Favorite Queries list,

Click the Favorite link.

5. Step 5

Query Viewer search page displayed with the My Favorite Queries link highlighted

The query is added to the My Favorite Queries list, which appears beneath the search results.

6. Step 6

Query Viewer search page displayed with the remove [-] button highlighted

Queries added to your My Favorite Queries list, it will be displayed on the Query Viewer page each time you open it.

Use the remove [--] button if you need to remove a query from the list.

7. Step 7

Query Viewer search page displayed with the Clear Favorites List button highlighted

To remove all entries from the My Favorite Queries list,

Click the Clear Favorites List button.

8. Step 8

Query Viewer page displayed without the My Favorite Queries list

The Query Viewer page is displayed without the My Favorite Queries list.
 
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