How to add a query to a project (Transcription)

  1. From the home screen of your account, select the client you want to add a pre-built query to a project for.

  2. Open the project (report or dashboard).

  3. Select Queries from the Builder Menu on the right.

  4. Under Standard queries, select the integration from the drop-down menu.

  5. All queries relating to the selected integration will be listed.

  6. The search bar can be used to quickly find a specific query.

  7. Drag the Query into your project.

  8. Resize the query as required.

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