Difference between revisions of "Using the Extract Module"
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| − | '''NOTE: | + | '''NOTE: Fields marked with a * may have a different field name, based on your organization's [[Connect FR General System Setup|configuration of these field labels]].''' |
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! '''Field''' !! '''Description''' | ! '''Field''' !! '''Description''' | ||
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| − | | '''Event Region*''' || You can query | + | | '''Event Region*''' || You can query on events based on the region they took place in. Type the region code, or click the list icon to select from a list of active regions in the system |
|- | |- | ||
| − | | '''Area*''' || | + | | '''Area*''' || You can query on events based on the area they took place in. Type the area code, or click the list icon to select from a list of active areas in the system |
|- | |- | ||
| − | | '''State''' || | + | | '''State''' || Type the state abbreviation to query on events taking place in that state |
|- | |- | ||
| − | | '''County''' || | + | | '''County''' || The county option is only available if you have entered a state in the State field. Click the list icon to select from a list of available counties in that state |
|- | |- | ||
| − | | '''Event PIN''' || | + | | '''Event PIN''' || You can type the Event PIN or click the binoculars to search for a particular event |
|- | |- | ||
| − | | '''Event types''' || | + | | '''Event types''' || Type the [[Event Type Codes|event type code]] or codes, separated by commas, or click the list icon to select from a list of active event types in the system |
|- | |- | ||
| − | | '''Event date/thru''' || | + | | '''Event date/thru''' || You can enter a beginning, ending or date range that the event took place. Type the date(s) in a mm/dd/yyyy format or click the calendar icon(s) to select the date(s) you wish to use |
|- | |- | ||
| − | | '''Event positions''' || | + | | '''Event positions''' || Enter the [[Event Position Codes|position code]] or codes, separated by commas, or click the list icon to select from a list of active event positions in the system |
|- | |- | ||
| '''Total walker amount/thru''' || Example | | '''Total walker amount/thru''' || Example | ||
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| − | NOTE: Fields | + | '''NOTE: Fields with a * indicate that your organization may have opted to rename these [[Name/Address System Settings|configurable fields]].''' |
Revision as of 13:10, 16 March 2012
Contents
Overview of EX001INQ
The Information Query module allows you to query, report on and extract information from a number of systems within DDI Connect.
NOTE: The tabs and options that you see on the Information Queries screen will depend on two factors:
- The modules utilized by your organization
- Your security levels
If you do not see a particular tab or option and your organization utilizes that module, contact your organization's DDI Connect system administrator or DDI Support for assistance.
- From the DDI Connect main menu, double-click Extract Module
- Double-click Information Query. You will see a screen similar to this one:
File Tab
The first tab you see when you view the screen is the File tab. If you choose to save certain queries or reports, they will appear on this screen the next time you view the File tab. To run a saved query or report, you simply have to double-click it to launch. Information on how to save a query/report/extract will be provided later in this document.
Name Tab
On the name tab, you have the following options, depending on whether you select Accounts or Constituents:
| Field | Description |
|---|---|
| Accounts or Constituents | Click the radio button to indicate whether you are wanting to report against accounts or constituents. For information on the difference between the two, please reference this page: Accounts vs Constituents |
| Select constituents | If you wish to run the query on one or more selected constituents, you can do so here. Type the constituent or account PIN(s) (based on your selection above), separated by commas, or click the search icon to locate the constituents or accounts you wish to select. Leave this field blank to report against all PINs that match the other criteria you enter |
| AI codes to include | You have the option of filtering records by just those with one or more AI codes on their records. You can type the code or codes, separated by commas, or click the list icon to select the code(s) you wish to include. Leave this field blank to report against all records that match the other criteria you enter |
| AI Codes to exclude | You can also opt to exclude records with one or more AI codes on their records. Type the code or codes, separated by commas, or click the list icon to select the code(s) you wish to exclude. Leave this field blank to report against all records that match the other criteria you enter |
| Denom. to include | If you wish to report against only those constituents who have identified with a certain denomination (or denominations), type the code or codes, separated by commas, or click the list icon to select the code(s) you wish to include. Leave this field blank to report against all records that match the other criteria you enter |
| Denom. to exclude | If you wish to filter one or more denominations from your query results, type the code or codes, separated by commas, or click the list icon to select the code(s) you wish to exclude. Leave this field blank to report against all records that match the other criteria you enter |
If you selected Constituents, you have the following additional fields:
| Field | Description |
|---|---|
| Address types | To filter your results based on the address type, type the code or codes, separated by commas, or click the list icon to select the type(s) you wish to include. Leave this field blank to report against all records that match the other criteria you enter |
| Account types | To report against one or more account types, type the code or codes, separated by commas, or click the list icon to select the type(s) you wish to include. Leave this field blank to report against all records that match the other criteria you enter |
| Override default address type order? | If you click this box, the system will display a new field that will allow you to specify the address type order that you wish to use. This allows you to override your organization's system default address order when the results are displayed. Leave the box unchecked to leave the default address type order in place |
| Combine residents? | If selected, the system will identify any records that share an address, and will only display the first record in the results of the query. Leave this unchecked to display all records matching your other criteria, regardless of shared address |
| Include primary address only | If this option is selected, the system will only include the address that is indicated as the primary address on the record |
| Combine duplicate email addresses? | If you are generating a list that will include email addresses, you can opt to combine duplicates. As with the duplicate addresses option, the system will identify records that share an email address and will only display the first record it encounters |
| Constituent email | If you wish to filter based on email, click the drop down arrow to select the option you wish to use. Your options are: No restrictions, Only valid email addresses, Only invalid email addresses, Blank email addresses, or Blank or invalid addresses |
Address Tab
You have the following options on the Address tab:
| Field | Description |
|---|---|
| Countries to include | You can opt to include only a certain country or countries. Type the code or codes, separated by commas, or click the list icon to select from a list of active countries in the system. Leave this field blank to include all records that match your other criteria |
| Countries to exclude | You can opt to exclude a certain country or countries. Type the code or codes, separated by commas, or click the list icon to select from a list of active countries in the system. Leave this field blank to include all records that match your other criteria |
| Regions to include* | You can opt to include only a certain region or regions. Type the code or codes, separated by commas, or click the list icon to select from a list of active regions in the system. Leave this field blank to include all records that match your other criteria |
| Regions to exclude* | You can opt to exclude a certain region or regions. Type the code or codes, separated by commas, or click the list icon to select from a list of active regions in the system. Leave this field blank to include all records that match your other criteria |
| Area to incl* | You can opt to include only a certain area or areas. Type the code or codes, separated by commas, or click the list icon to select from a list of active areas in the system. If more than one area within the system share a common name, the system will prompt you to select the region that the desired area belongs to. Leave this field blank to include all records that match your other criteria |
| Area to excl* | You can opt to exclude a certain area or areas. Type the code or codes, separated by commas, or click the list icon to select from a list of active areas in the system. If more than one area within the system share a common name, the system will prompt you to select the region that the desired area belongs to. Leave this field blank to include all records that match your other criteria |
| State to include | You can opt to include only those records residing in a particular state. If you wish to include multiple states, click the Multiple button to expand the field. Type the state abbreviation(s), separated by commas, or click the list icon to select the state(s) you wish to report against. Selecting Multiple will remove the City and Counties options |
| City | You can select only those records within a certain city. If you do not include state, please note that all records residing in a city of the same name as the one selected will be included. If you wish to be specific about a particular city, include the state to ensure accuracy in the query |
| Mileage radius | Mileage radius will only work in conjunction with State and City. If you wish to include records that are within a 100 mile radius of a particular city, for example, type 100 in this field |
| Counties to include | Counties will only work in conjunction with state. If you click the Multiple button to select multiple states, the Counties option is removed. Once you have selected a state, you can enter the code or codes of the counties you wish to include, separated by commas, or click the list icon to select the county(counties) you wish to report against |
| States to exclude | If you wish to exclude a certain state or states, type the code or codes, separated by commas, or click the list icon to select from a list of states in the system |
| Postal codes | If you wish to include only a certain postal code or codes, type the code or codes, separated by commas, or click the list icon to select from a list of postal codes in the system |
NOTE: Fields with a * indicate that your organization may have opted to rename these configurable fields.
Donor/Gift Tab
These are the options on the Donor/Gift tab:
| Header text | Header text |
|---|---|
| Include | You can include one or any of the options, which are: Direct giving, in-kind, non-gift and soft credit |
| Largest gift/thru | If you wish to filter based on the size of the largest gift on a donor's record, you can do so here. You can enter a minimum, maximum, or range |
| Use gift criteria for largest, first & total giving | If this option is selected, the system will use the choices selected in the Gift Criteria area to then determine largest, first and total gifts. For example, if you selected a particular promo type, the system will then look at only those gifts with that promo type and then the criteria you enter for largest, first and total giving |
| Total giving/thru | You can filter based on lifetime giving amounts. Enter a minimum, maximum or a range |
| Count/thru | If you wish to report on those donors who have given a certain number of gifts in their lifetime, enter a minimum, maximum or a range |
| First gift/thru | Enter a minimum, maximum or a range for the first gift amount |
| Date/thru | If you wish to report against donors whose first gift fell within a date range, you can do so here. Enter a beginning or ending date, or enter a range. You can type the date(s) in a mm/dd/yyyy format or click the calendar icons to select the date(s) |
| Recent gift/thru | Enter a minimum, maximum or a range for the recent gift amount |
| Date/thru | If you wish to report against donors whose recent gift fell within a date range, you can do so here. Enter a beginning or ending date, or enter a range. You can type the date(s) in a mm/dd/yyyy format or click the calendar icons to select the date(s) |
| Donor segment | If your organization has configured donor segments, you can filter report results against only those donors who are in certain segment(s). Type the segment code or codes, separated by commas |
| Promo type include/exclude* | You can opt to include or exclude gifts based on the promo type. Type the code or codes, separated by commas, or click the list icon to select from a list of active promo types in the system |
| Promo src include/exclude* | You can opt to include or exclude gifts based on the promo source. Type the code or codes, separated by commas, or click the list icon to select from a list of active promo sources in the system |
| Desig 1 include/exclude* | You can opt to include or exclude gifts based on the first designation. Type the code or codes, separated by commas, or click the list icon to select from a list of active designation 1 codes in the system |
| Desig 2 include/exclude* | You can opt to include or exclude gifts based on the second designation. Type the code or codes, separated by commas, or click the list icon to select from a list of active designation 2 codes in the system |
| Gift dates/thru | If you wish to query on all gifts within a particular range, you can do so here. Enter a beginning, ending or range. You can type the date(s) in mm/dd/yyyy format or click the calendar icon(s) to select the date(s) |
| Calculate number of years given | If selected, the system will calculate the number of years that the donor has given to your organization |
| Gift amount/thru | Enter a minimum, maximum or range for the gift amount if you wish |
| Output data based on gift criteria | If selected, the system will first look at the gift criteria to apply those filters before looking at gift dates and amounts |
| Fund # | If your organization administers named funds, you can report on just those gifts given to a particular fund. Enter the fund number or click the list icon to select from a list of active named funds |
| Fund type | If you wish to query on one or more fund types, you can type the code or codes here, separated by commas, or click the list to select from a list of active fund types in the system |
| Seed gifts only | If selected, the system will only query on named funds gifts that have been designated as seed gifts |
NOTE: Fields marked with a * may have a different field name, based on your organization's configuration of these field labels.
Other Forms Tab
NOTE: The options you have on the drop down arrow are dependent on your organization's module use as well as your security levels, as noted at the top of this document.
Individual Information Form
When you select this form, you have the following fields available to you:
| Field | Description |
|---|---|
| Include individuals with no personal information entered (all blank) | If selected, the system will include records where no personal information (on the Personal tab of the Constituent record) has been entered. If not selected, the system will filter those records in the query |
| Age range/thru | You can enter a minimum, maximum or age range if desired |
| Blank ages | Click the drop down arrow to select how you wish to query on blank ages. Your options are: No restrictions, exclude blank ages, include blank ages, or blank ages only |
| Birth date range | You can enter a beginning, ending or range in which to search birth dates. Type the date(s) in a mm/dd/yyyy format or click the calendar icon(s) to select the date(s) |
| Search by month/day | If selected, the birth and death date ranges will not require a year, just the month and day |
| Death date range | You can enter a beginning, ending or range in which to search death dates. Type the date(s) in a mm/dd/yyyy format or click the calendar icon(s) to select the date(s) |
| Include earning codes | If your organization has configured earning codes within the system and is tracking them on constituent records, you can filter your results using that field. Type the code or codes, separated by commas, or click the list icon to select from a list of active earning codes in the system |
| Exclude earning codes | You can exclude earning codes if desired. Type the code or codes, separated by commas, or click the list icon to select from a list of active earning codes in the system |
| Include education levels | If your organization has configured education levels in the system and is tracking them on constituent records, you can filter your results using that field. Type the code or codes, separated by commas, or click the list icon to select from a list of active education codes in the system |
| Exclude education levels | You can exclude education levels if desired. Type the code or codes, separated by commas, or click the list icon to select from a list of active education codes in the system |
| Include professions | If your organization has configured profession codes in the system and is tracking them on constituent records, you can filter your results using that field. Type the code or codes, separated by commas, or click the list icon to select from a list of active profession codes in the system |
| Exclude professions | You can exclude professions if desired. Type the code or codes, separated by commas, or click the list icon to select from a list of active profession codes in the system |
Appeal History Form
You have the following fields available to you on the Appeal History form:
Recipients (Those who RECEIVED the appeal or package)
| Field | Description |
|---|---|
| Appeals to include | Type the appeal code or codes, separated by commas, or click the list icon to select from a list of appeals within the system |
| Packages to include | Type the package code or codes, separated by commas, or click the list icon to select from a list of packages within the system. Packages can be attached to multiple appeals, so if you are seeking a particular package, it is advised that you select the appeal first |
| Appeals to exclude | Type the appeal code or codes, separated by commas, or click the list icon to select from a list of appeals within the system |
| Packages to exclude | Type the package code or codes, separated by commas, or click the list icon to select from a list of packages within the system. |
Respondents (Those who RESPONDED to the appeal or package)
| Field | Description |
|---|---|
| Appeals to include | Type the appeal code or codes, separated by commas, or click the list icon to select from a list of appeals within the system |
| Packages to include | Type the package code or codes, separated by commas, or click the list icon to select from a list of packages within the system. Packages can be attached to multiple appeals, so if you are seeking a particular package, it is advised that you select the appeal first |
| Appeals to exclude | Type the appeal code or codes, separated by commas, or click the list icon to select from a list of appeals within the system |
| Packages to exclude | Type the package code or codes, separated by commas, or click the list icon to select from a list of packages within the system. |
Event Participation Form
You have the following fields available on the Event Participation form:
| Field | Description |
|---|---|
| Event Region* | You can query on events based on the region they took place in. Type the region code, or click the list icon to select from a list of active regions in the system |
| Area* | You can query on events based on the area they took place in. Type the area code, or click the list icon to select from a list of active areas in the system |
| State | Type the state abbreviation to query on events taking place in that state |
| County | The county option is only available if you have entered a state in the State field. Click the list icon to select from a list of available counties in that state |
| Event PIN | You can type the Event PIN or click the binoculars to search for a particular event |
| Event types | Type the event type code or codes, separated by commas, or click the list icon to select from a list of active event types in the system |
| Event date/thru | You can enter a beginning, ending or date range that the event took place. Type the date(s) in a mm/dd/yyyy format or click the calendar icon(s) to select the date(s) you wish to use |
| Event positions | Enter the position code or codes, separated by commas, or click the list icon to select from a list of active event positions in the system |
| Total walker amount/thru | Example |
| Total sponsor amount/thru | Example |
| Constituent added on/thru | Example |
| Staff PIN | Example |
| Event status | Example |
| Season | Example |
NOTE: Fields with a * indicate that your organization may have opted to rename these configurable fields.
