Build a Query

The Query Builder helps you define conditions to filter your database and return the records you need. This page explains the key components and steps to build a query.

Understanding Query Builder

The Query Builder uses three main elements to create your criteria:

• Fields: Data points from your database, such as First Name, Email Address, or Donation Amount.

• Clauses: Logical statements that apply conditions to fields.

• Operators: Words like AND or OR that connect clauses and control how conditions work together.

Field Types and Fields

When you start a query, you select a field type, such as Constituent Information or Donation Details. Each field type contains multiple fields you can use in your clauses.

Example:

Field Type: Constituent Information

Field: Email Address

Clauses and Filters

Clauses define the conditions for your query. Common clause types include:

• Field Clause: Filters based on a specific field. For example, Email Address equals example@email.com.

• Group Clause: Filters based on membership in a group.

• Interaction Clause: Filters based on actions like event attendance or donations.

• Action Alert Clause: Filters based on advocacy participation.

Operators and Grouping

Operators connect clauses and control logic:

• AND: All conditions must be true.

• OR: Any condition can be true.

Use parentheses to group clauses and clarify logic. For example:

(Donation Amount > 100 AND State = "SC") OR Group = "Major Donors"

Tip for Success

Start simple. Build a basic query first, then add complexity as needed. Test your query to confirm it returns the expected results.