System-Defined Queries

System-defined queries are basic queries provided by eTapestry to help you quickly query data you often want to group together such as all accounts, all constituents, and all journal entries from the last 365 days. You cannot edit, copy, or delete system-defined queries.

You can identify these queries by the e icon in the query row on the far right side of the page.

  1. From Queries, click Manage Queries. The Query Categories page appears.

  2. To select a query category, click the category name. The Edit Query Category page appears.

  3. Click on a system-defined query name to select it. The query screen appears.

    Tip: You can identify a system-defined query by the e icon in the query row on the far right side of the page.

  4. Under Tasks, click Mark Query as Favorite. The query saves as a favorite. You can view a list of your favorite queries in the Favorites tile on the Home page, in the Favorite Queries tile on the Query Categories page, or under Favorites on the Query tab.

Tip: To remove a system-defined query as a favorite, click Remove From Favorite Queries under Tasks.