Create Smart Query Instances

To create a smart query instance, you select a smart query definition A smart query definition is a previously defined query you use to generate results for parameters you specify. They are typically created to perform complex calculations that use business logic. and then specify values for parameter fields. Parameter field values provide the definition with the information necessary to generate results. For example, a definition based on SYBUNT (constituents who gave Some Year But Unfortunately Not This year), might include parameter fields for year and donor.

After the query processes, the Results tab displays the records that meet the criteria and details specific to the parameters you specified. On the Set save options tab, you can save the results as a selection for use in other processes.

1. From Analysis, select Information library. The information library appears.

2. On the Queries tab, select Add a smart query. The Select a Smart Query Definition screen appears.

3. Select the definition for the type of smart query instance to create. For information about the definitions, refer to Smart Query Definitions.

4. Select OK. The New Smart Query screen appears.

5. On the Parameters tab, specify field values to provide the definition with the information necessary to generate results.

6. To view the query results and ensure the criteria and output appear as intended, select the Results tab.

7. Adjust your parameters as necessary.

8. On the Set save options tab, enter a unique name and description to help identify the query and specify the query's properties. For information about the items on this tab, refer to Query Properties on page 1.

9. Select Save to save your query and see the results.