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OCLC Support

Saved queries

Learn how to save a query in Choreo Insights.

Queries can be saved for later use, or to be shared with other Choreo users at your institution.

Save a query

If you are saving a query for the first time or updating the query name:

  1. Click SAVE QUERY.
  2. Select Save As....
  3. Enter a Query Name.
  4. Click Save.

If you are saving updates to a query:

  1. Click SAVE QUERY.
  2. Select Save.

You can find more information about what fields are included in an exported file here.

Load a saved query

You can load queries saved by yourself or other Choreo Insights users at your institution.

  1. Select Insights > Saved Insights from the top navigation.
  2. On the Saved Insights screen, use the Filter and Sort by options to find the query you would like to load.
  3. Click the name of a saved query to load all query criteria into the Insights Builder area.

View a saved query

  1. From the top navigation, select Insights > Saved Insights.
  2. Click the Query Name for the query you would like to view.