Query Options

Tip: Don't see this yet? No need to worry. Expect its wider release in a future update.

From Options, you can edit general query information, such as query name, type, format, category, and description. You can also set who can run and modify your query and select processing options for your query.

Under General, you can define the query type and format, select a query category, assign a name and description, and define the access and edit rights for the query.

Under Advanced Processing, you can select the optimal processing mode for queries with many attributes or code table fields.

Tip: Select Copy query JSON or Copy query SQL to copy results in those formats to use with Query API. For more information, see the Query API reference.

Under Record processing, you can create a query using records found in an existing query, suppress duplicate rows of information in the query results.

Under Gift processing, you can determine how to credit soft credits and matching gifts.