Save and Manage Queries Using Hub Central

After filtering the data in the Explore area, you can save the filter settings as a query to apply again later.

Each query can be associated with one or more base entities. You can select and apply filters while All Entities is selected, and you can save the query with multiple entity types.

In the Table View, the filter settings in the left-hand panel are saved in the query:

The selected table columns (entity properties)
The selected sortable property and sort order

Note: You can manage and run only the queries that you saved. Saved queries cannot be shared with or accessed by other users.

Before you begin

You need:

Security role(s):
- To view PII data: pii-reader
- To view all other data: any Hub Central role
- To save and run queries: Hub Central Explorer or Hub Central Operator
Or any role that inherits the required role. See Users and Roles.

Procedure

Go to the Explore area of Hub Central.
Learn how.
1. Go to your Hub Central endpoint.
  Note: Disregard this step if you are working from an on-prem environment. See Step 1b.
  
  Learn more:
  
  Endpoints and Port Numbers - AWS
2. In the icon bar, click the Explore icon (h).
Manage your queries.
- In the record list:
  - To create a new query,
    1. In the Explore area, select one or more base entities that has an associated record.
    2. (Optional) Filter your records further by entering text to search and by selecting facets in the facet panel.
    3. Click Search.
    4. Click the Save Query icon ().
    5. Enter the name and description for the new query.
    6. Click Save.
  - To run an existing query, select the query from the query dropdown.
    The selected entities, the search text, the facets, the sort order, and the properties to display are restored to the settings saved in the query.
- In the query list:
  To view the list of queries, click Step Settings () at the top right of the Explore panel and select Manage Queries.
  - To edit a query, click the pencil icon () for the query.
  - To delete a query, click the trash icon () for the query.