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.

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.