Create a basic query

Tip: For best practice information about queries, refer to eTapestry Best Practices: Query 101.

  1. From Queries, click Manage Queries. The Query Categories page appears.

  2. Click on a category to select it, or to create a new category click New Category under Tasks. After you access a category, the Edit Query Category page appears.

  3. Click New Query under Tasks. The Create a New Query page appears.

  4. Under Query Basics, enter a name and description for your query. Be as descriptive as possible so that you and other users in your organization know what the query is used for.

  5. To mark this query as a favorite, select Favorite Query. Links to your favorite queries appear on your eTapestry home page when you use the Favorites tile. For more information about customizing your home page, see Custom Home Page.

  6. To hide this query from other users in your organization, select Private.

  7. To prevent other users in your organization from editing this query, but allow them to view and select it, select Read Only.

  8. In the Query Type field, select Change Query Type to change the query to be dynamic or static. Dynamic queries reflect updated data every time you run them or use them to send communications or run reports. Results for static queries are not updated when data changes in the database.

  9. Every basic query in eTapestry is based on another existing query, called the Starting Query. By default, this is set to the Base - All Constituents query, which includes all constituents in your database. Your starting query selections must contain data to generate results.

    However, you can choose a different query to be the starting query for your new query. This can either narrow your query's search; for example, you can set the Starting Criteria to Constituent Journal Entry Date - This Year to make sure that your query only looks at journal entries in the current year, or it can widen your query's search. For example, you could change it from All Constituents to All Accounts to make sure that Users and Tributes are also included in your query's search.

    Note: If you select a starting query which contains criteria from the Personas page, such as the Email field or a user-defined field, your query will only focus on the personas that were matched in the starting query even if you choose to check any persona.

    If you need to query on multiple persona criteria and match all persona types, you will want to create a compound query to ensure all personas are considered in your query results. For more information, see this Knowledgebase solution.

  10. Under Results, select the appropriate option depending on the type of results you want in the Data Return Type field. To see results related to accounts, such as if you are querying on individuals, select "Accounts." If your query is looking for gifts or donation-related results, select "Journal Entries." For more information about data return types, see Data Return Types.

  11. If you select "Related Accounts" in the Data Return Type field, select an option in the Relationship Info field.

  12. In the Criteria Matching field under Criteria Options, select whether you want all of your criteria to be matched in the results, or if you want to include every result that fits at least one of your criteria, even if it does not meet all of them.

  13. The Which persona should be checked for matches? field is relevant if any of your criteria is related to persona fields such as address information. Select whether you want to look for matches to your criteria in all persona types, only the primary persona, or only one persona type.

    Note: As a reminder, the query results automatically display the primary persona.

  14. Enter the criteria for your query. For more information, seeQuery Criteria.

  15. Click Save And to save the query and navigate to the page selected in the drop down field.