Query

Note: To learn what's next for Query, review Query in Web View.

Use Query to search for records that meet certain criteria. For example, you can use a query to find all constituents in your organization who are board members.

To access the list of queries, go to Analysis, Query. To change the column headers, select what to include, and choose Apply changes. You can also reorder the columns in the list by dragging and dropping the column headers.

To quickly locate the query you want by name, use search. You can also select to filter queries by category, type, or format or view only merged queries or queries you created .

Tip: Select the gear icon to choose whether to display code table entries by their short descriptions or long descriptions. By default, code table entries display by their long descriptions.