Query Options

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.

Tip: In addition to query options, review other query features including how to search, filter, and select the gear icon to work with code tables.

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, you can select the optimal processing mode for queries with many attributes or code table fields, and you can also create a control report.

A control report captures all the query's details in a PDF that can be saved as needed. After export, the report is available for 14 days under Analysis, Standard reports, Recently run.

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

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

To search for an existing query to limit query searches, select the search icon. From Query search, quickly find a query by name. To filter search results, select to filter by query format, only query favorites, queries you created, or queries created by a specific user. Select New query to create a new query. For more information, see Query.

Note: You can only search for queries of the same type.

To minimize duplicates in query results, select Suppress to duplicate rows.

To limit your output to a specific number of records when you include them in other capabilities, such as reports and mailings, select Apply output limits:

  • Select Random sampling to calculate the number of records you want to use in a query. For example, if your constituent query contains 600 records, but you only want to send an appeal to 300 random constituents, enter “300” in Number of records to include.

  • To limit your query results to a certain number of records, select Limit to top rows. For example, in Limit to, enter “10” and select “Percent”.

Note: Output limits are only available for static queries.

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