Are You a Query Junkie?

Hello, my name is Michael and I am a query junkie!  



I stand proud to hold the title of query junkie but with that comes responsiblity.  

How many times have you noticed a spouse or friend's "Favorites" for websites and there are no folders and they have saved over 100 sites?  It makes me run screaming from the room and nobody wants to see that.  

Like my favorite websites, I always create folders in ResearchPoint (RP) so that I can easily find what I need.  

Depending on how long you have had RP you may have anywhere from 23 - 36 standard wealth queries that comes with your subscription.  
 

• The first thing I do is create a folder called Standard Wealth Queries and house them all in that folder.  From there depending on the services such as predictive models or other data I create folders for those.  
   
• In addition, I like to create a folder just for my queries.  Every now and then it is always good to look at the queries that you have created and decide if they are still needed.  For instance, if you create a specific query for a major gift officer's trip to Kansas City and you will not be needing it again for some time, you can delete those queries.  In this case, delete is not a four letter word!  

Looking at the "last run" column is a great indicator whether this is still a useful query for your organization.  If the query has not been run in over 18 months there is a good chance you no longer need this query.  

Finally remember that if you create a really complex query and you have lots of users, you may want to change the default of allowing everyone to edit your query if there are any fears that someone may save over your query.  

As long as you save it as a selection and show it in the query designer, other members of your staff have access to the criteria you used.

How do you manage your queries? Let me know in the comments below!