Using the Extract Module

Overview of EX001INQ

The Information Query module allows you to query, report on and extract information from a number of systems within DDI Connect.

• 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	Example
Account types	Example
Override default address type order?	Example
Combine residents?	Example
Include primary address only	Example
Combine duplicate email addresses?	Example
Constituent email	Example