Data Return Types

The Account data return type returns only the accounts that meet the selected query criteria.

The All Household Accounts data return type returns the accounts that meet the selected query criteria, plus any other accounts that are connected to those accounts via a household relationship.

The Head of Household Accounts data return type first locates the accounts that meet the selected query criteria. Then, it looks to see if those accounts are in a household relationship. If so, the query returns whichever account is listed as the primary/head of household in that relationship. If the account is not in a household relationship, it is considered to be the primary/head of household account, and the query returns it in the results.

The Related Accounts data return type is used to locate accounts that are related to other accounts via a certain relationship type. It first finds the accounts that meet your selected query criteria. Then, it looks at the selected relationship type and the selected side of the relationship in the Relationship Info fields, and it returns the accounts that have that relationship with the accounts that meet your query's criteria.

For example, let's say that you have set up Solicitor/Constituent relationships between your staff and board members and your donors. Now you want to locate the solicitors of all constituents who have donated over $10,000 to your organization over their lifetime so that you can talk to those solicitors about their methods and see how they are able to promote such high giving. First, you set up your query to use the Cumulative Received field to find all constituents who have given $10,000+. Then, you set the data return type to Related Accounts, select the relationship type to Solicitor/Constituent, and select that you want the Solicitor half of the relationship. The query will then locate the Solicitors of the $10,000+ givers.

The Matching Gift Accounts data return type is used to locate accounts that are related to other accounts via a Matching Gift relationship. It first finds the accounts that meet your selected query criteria. then, it looks at the relationships on those accounts, and returns any accounts that are related to those accounts via a matching gift relationship.

The Journal Entries data return type returns only the journal entries that meet the selected query criteria.

The All Household Journal Entries data return type first locates the accounts that meet the selected query criteria. Then, it returns 'all journal entries on those accounts, plus all journal entries on any accounts that are connected to those accounts via a household relationship.

The Household Journal Entries Per Criteria data return type first locates and returns the entries that meet the selected query criteria. Then, it looks at any accounts that are connected to those accounts via a household relationship, and it returns the journal entries on those accounts that also meet the selected journal entry criteria on the query.