Save queries as templates

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Tannahill Systems: documents · Save queries as templates

Customer requests ability to save queries as templates with parameters that team members can reuse. Callie confirms this aligns with how other customers use the brain and commits to product review.

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Current to 11 Oct 26

Customer requests ability to save queries as templates with parameters that team members can reuse. Callie confirms this aligns with how other customers use the brain and commits to product review.

Problem: Scott is running recurring weekly reports and wants to save queries as templates so team members can run them with different parameters instead of rebuilding each time. Handling: Callie confirmed that query templates with team filtering align with how other customers use the brain and committed to putting the idea in front of the product team. Watch: This is a significant adoption signal; the team is systematizing recurring queries, indicating heavy use of the brain.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

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First response (min)358

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public_reply · Scott Galbraith 23 Jun 2023 14:14
Actually, thinking about this more - would it also help if we could filter by team within the query?
created · Scott Galbraith 23 Jun 2023 15:44
Hi, it would be helpful if we could save queries as templates that other users can then run with different parameters. We have some recurring reports we run every week, and it would save time if team members didn't have to rebuild them each time.
public_reply · Callie Brennan 23 Jun 2023 21:42
Great idea, Scott. That maps cleanly with how other customers are using the brain too. I'll get this in front of the product team. These kinds of templates could definitely help with team adoption. Thanks, Callie
status_change · Callie Brennan 28 Jun 2023 17:30
status_change · 2 Jul 2023 23:59

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