Retrieve and Reuse Data

Use SOQL once, then reuse returned values anywhere in your S-Docs template for calculations, headers, and dynamic content.

Use this section when you need to run SOQL once and reuse the returned values across an S-Docs template.

This pattern is useful for sentences, headers, footers, calculations, and conditional output.

Use it when a full table would add noise, but the query result still drives document content.

Named queries do not render rows by themselves. They store returned values so you can reference them later in the template.

Start with the path that fits your goal

If you are new to named queries, start with the tutorial.

If you already know the output you need, use the how-to guide.

If you need exact syntax, structure, or supported patterns, use the reference.

Getting Started with Named Queries

Learn the core named query pattern, then reuse returned values across your template.

Advanced Data Pulling (For Admins)

Advanced Data Retrieval with Named Queries

Use aggregates, filters, offsets, and grouped results to return exactly the values you need from a named query.

How To: Advanced Data Retrieval with Named Queries

Named Queries Reference

Use the reference for exact syntax, supported patterns, and advanced named query behavior.

Named Query Reference

What you can do with retrieve and reuse data

• query a value once and reuse it across the template
• place returned values in sentences, headers, footers, and formulas
• return filtered, grouped, or aggregate results without rendering a table
• keep complex output cleaner by referencing saved query values

Browse by topic

• How to: Advanced Data Retrieval with Named Queries
• Perform Calculations
• Use Conditional Logic

Related note

Use Insert Data Tables when you need repeating rows instead of reusable values inside template content.