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

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First, log into UGA Financial Management System

You save your favorite queries in Query Viewer.

2. Step 2

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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

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Click the Search button. 

4. Step 4

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

Click the Favorite link.

5. Step 5

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

6. Step 6

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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

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To remove all entries from the My Favorite Queries list,

Click the Clear Favorites List button.

8. Step 8

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