Query Types

Activity

Find information about inbound correspondence with your partners.  Donations, orders, and non-zero-dollar responses are all included in the Activity Query Type.  

Activity Value is greater than or equal to $5 AND Activity Date is greater than or equal to 6/1/2015

Annuities

Show active annuity records

Show active annuity records with a gift amount greater than $10,000

Appeals

Find detailed information on appeals, such as acknowledgements, packages, grouping options, and general appeal status.

Appeal Date is greater than or equal to 6/1/2015 AND Active is equal to True AND Appeal Type is equal to Solicitation

Appeal Costs

Estimated and actual costs for single appeals as well as totals for multiple appeals, as well as entered details about the costs including notes and vendors/suppliers.

Cost from a specific vendor: USPS, for a specific timeline

Appeal Segments

Find information on specific appeal segments such as Description, Mail Count, Segment Cost

Appeal ID is equal to OC3DV0408

Ask Arrays

Ask array details and ranges; like funds, this query is entirely dependent on the information entered in the Ask Arrays module and should be used only to return data regarding the ask arrays themselves, and not associated transactions as they cannot be tied to this query type.

Examine specific Ask Array programs

Available Contact Flags

Contact Flags are custom fields added for your specific organization.

Flag Description is equal to Quarterly

Batches

Find information on specific batches, such as Amount, Date, Type, Status, etc.

Batch Date is equal to 6/1/2015 AND Batch Status is equal to Reviewed

Bequests

Any data entered into the Bequests module in a partner record including Trusts and Executor/Beneficiary information. You can also use this query type to return data about transactions that have been tied to bequests.

List active Bequests

Campaign

Find gift information on a specific campaign, such as Date Gift Received, Gift Value

Campaign Name is equal to BG31C

Change History

Find information on changes made to contact records, such as an address and custom data field changes.

Date Changed is greater than or equal to 6/1/2015 AND Modified Property is equal to Address1

Contact Notes

Specific note

Check follow-up dates that are past due

Contacts

Find information on partner records in the database.  This is also the query type used for Appeal Pulls.

Date Joined Is Greater than or Equal to 6/1/2015 AND Sum of Gifts in Last 12 Months is Greater than or Equal to $5

Day Deposits

Used in conjunction with the Day Closing function, this query type provides summary information on batch deposits.

Deposit Date is equal to 6/1/2007

Events

Show information for an active event

Show tickets sold and revenue for all active events

Fund Items

Everything tied to funds. This includes both invoice gifts and procedures; Funds designated for…

Fund detail within a specific date

Gift Reference

Soft credits or non-zero dollar, non-pledge transactions, such as the date received, the batch number, and the appeal ID.

Soft credits posted within a date range

Gifts

Find information on non-zero dollar, non-pledge transactions, such as Date Received, Batch Number, Appeal ID

Date Received is greater than or equal to 6/1/2007 AND Gift Value is greater than or equal to $100

Inventory

Find information on inventory items, such as Location, Price, Fair Market Value, Reorder Levels

Active is equal to True

Invoice Gifts

Find information based on donations only.  No order or other non-donation transactions are included

Appeal ID is equal to 0C3TC AND Gift Date is greater than or equal to 6/1/2007

Invoice Items

Find information about order transactions, such as SKU's , purchases, fair market value, etc

SKU is equal to CBA1112

Invoices

Find information about order transactions, such as transaction totals, appeal trends, etc

Appeal ID is equal to OC3TC

Letters

Find information based on solicitations, whether direct mail, telephone or email, with the exception of response or acknowledgement letters. This will return all constituents that receive the solicitation, whether they reply or not.

Appeal ID is equal to OC3HC0908

Outbound Activity

Find information based on response or acknowledgement appeals.

Appeal ID is equal to OCSC2010

Packages

Find information on appeal packages, such as which packages are assigned to an appeal, costs and counts, etc.

Appeal ID is equal to OC1FD

Payments

Find information on what types of payment methods were used by constituents, such as Checks, Cash, Credit Cards, etc.

Payment Type is equal to Credit Card and Payment Date is greater than or equal to 6/1/2007

Pledges

Find information on pledges made by your partners, such as original appeal, income generated from pledge payments.

Date Pledged is greater than or equal to 6/1/2007 AND Active Pledge is equal to True

Products

Response enclosures and thank-you gifts; this query type can be used to track all products that pass through the system, not restricted just to orders as the InvoiceItems query type.

Specific product received by donors within a date range

RDD Assignments

Find giving information on Regional Development Director (RDD) assignments

RDD Name is equal to Planned Giving Officer AND Activity Date is greater than or equal to 6/1/2007

Show details on volunteers

Show all volunteers that are car parkers and are available on Tuesday afternoons from 1pm to 4pm