Frequently Asked Queries - That You Can Have In Your Database!

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Did you know that there are default queries in your Altru database that are some of the most common types of queries you will need? These default queries should already be in your database for you to begin using. Here are some of the most common ones we frequently get asked: 
  • Volunteers
  • Registrants who did/did not attend an event
  • Sales orders by sales method type
  • Sales orders by program
  • Revenue by Designation
  • Constituents by membership level
  • Constituents with an active membership
  • Constituents with constituency code
  Check out the full list of queries available in your database!

If you don't see these queries in your database yet, don't worry! You can very easily add them in. All you need is the Accounting Manager role, and you can follow the steps below to add these great default queries in your database today! 
  1. Download the file attached to this blog post named Default-Queries
  2. Log in to Altru with the Accounting Manager role
  3. Click Administration > Click Configuration Data under Tools
  4. Click Configuration Import
  5. Click Choose File 
  6. Click Save

The queries will now be uploaded to your database for you to begin using. We recommend creating a folder for these in Information Library so you can keep all of these together and handy! To add the folder: 
  1. Click Analysis > Click Information Library
  2. Click Manage Folders to the left
  3. Click Add > Enter a Name for the folder > Click OK
  4. Click Save
  5. Search for queries created today by clicking on the filter/funnel in the Created On column and enter today's date
  6. Click Apply 
  7. Mark the checkboxes for all of the queries created today
  8. Click the Move button 
  9. Choose the folder you created > Click Save 
Now you can have some of the most common queries your organization needs at your fingertips! Don't forget to check out our Spotlight for this month on Constituent Query to learn more great tips on query! 
 

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1 Comments
I just found this, but lots of good information, thank you! The link for constituent queries will be very helpful.

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