Difference between revisions of "Using the Extract Module"
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− | The Information Query module allows you to query, report on and extract information from a number of systems within DDI Connect. | + | The Information Query module allows you to query, report on and extract information from a number of systems within DDI Connect. |
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+ | '''NOTE: The tabs and options that you see on the Information Queries screen will depend on two factors: | ||
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+ | * The modules utilized by your organization | ||
+ | * Your security levels | ||
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+ | 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.''' | ||
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[[File:Extract Module 1.png]] | [[File:Extract Module 1.png]] | ||
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=='''File Tab'''== | =='''File Tab'''== |
Revision as of 11:28, 16 March 2012
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.