Create Smart Query Instances

To create a smart query instance, you select a smart query definition and then specify values for parameter fields. Parameter field values provide the definition with the information necessary to generate results. For example, a definition based on SYBUNT (constituents who gave Some Year But Unfortunately Not This year), might include parameter fields for year and donor.

After the query processes, the Results tab displays the records that meet the criteria and details specific to the parameters you specified. On the Set save options tab, you can save the results as a selection for use in other processes.