Before you create a query, you must select a source view. A source view indicates the type of records to include in the query such as constituent or revenue, and also the field categories to filter data. The record type you select determines where the results are available and how the program uses them.
Base your source view selection on the type of information you want to find. For example, to send an appeal to all alumni, use a constituent source view. To determine how many donations are associated with that appeal, use a revenue source view. Most source views are self explanatory — use a constituent source view to query constituent records or an application user source view for application users. However, some are more complex and require additional information.