View members of an organizational team

1. From the Organization Hierarchy page, in the Tasks pane on the left side of the page, select Manage organizational Teams.

   The Information library appears, displaying the Queries tab.

2. Search for the team's smart query in the list and then select the name of the query to open.

   Tip: To help find a team query, sort by Organization Position Holder in the Record type column.

3. The Smart query page opens. Under Results, select Select here to process the query and view the results. The grid displays all members of the team and lists their position title, assigned fundraiser, start date, end date, and business unit.

   Once you have a team query in place, you use the query to filter information included in reports, dashboards, and KPIs, allowing you to track information specific to the individual positions.