Saving Criteria

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

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

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

3	Click 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 Load Criteria button and select the desired search.