Common Query Filters

To view common examples of data you may want to filter on in an ad-hoc query, select a query type from the following list.

  • Constituents added to the database within a date range: Constituents > Date added “Between” [specific date range]

  • Constituents by constituency: Constituents > Constituencies: Constituency “Equal To” [specific constituency]

  • Constituents by date of revenue (range): Constituents > Revenue: Date “Between” [specific date range]

  • Constituents by date of revenue (last month): Constituents > Revenue: Date “Equal To” [Last month]

  • Constituents by membership level: Constituents > Membership > Membership Level: Name “Equal To” [specific membership level]

  • Constituents by revenue amount range: Constituents > Revenue: Amount “Between” [specific range]

  • Constituents by recognition level: Constituents > Recognition Programs > [specific recognition program name]: Recognition level “Equal To” [specific recognition level]

  • Constituents of record type: Constituents: Type “Equal To” [Individual/Organization/Group/Household]

  • Constituents who made a payment/pledge/recurring gift within a specific date range: Constituents > Revenue: Transaction type “Equal To” [Payment/Pledge/Recurring gift] AND Constituents > Revenue: Date “Between” [specific date range]

  • Constituents without email addresses: Email Addresses: Email address “Blank”

The following are common examples of data you may want to pull in a constituent query.

  • Constituents added to the database within a date range: Constituents > Date added “Between” [specific date range]

  • Constituents by constituency: Constituents > Constituencies: Constituency “Equal To” [specific constituency]

  • Constituents by date of revenue (range): Constituents > Revenue: Date “Between” [specific date range]

  • Constituents by date of revenue (last month): Constituents > Revenue: Date “Equal To” [Last month]

  • Constituents by membership level: Constituents > Membership > Membership Level: Name “Equal To” [specific membership level]

  • Constituents by revenue amount range: Constituents > Revenue: Amount “Between” [specific range]

  • Constituents by recognition level: Constituents > Recognition Programs > [specific recognition program name]: Recognition level “Equal To” [specific recognition level]

  • Constituents of record type: Constituents: Type “Equal To” [Individual/Organization/Group/Household]

  • Constituents who made a payment/pledge/recurring gift within a specific date range: Constituents > Revenue: Transaction type “Equal To” [Payment/Pledge/Recurring gift] AND Constituents > Revenue: Date “Between” [specific date range]

  • Constituents without email addresses: Email Addresses: Email address “Blank”

  • Registrants for an event: Registrants > Event: Event record “Equal To” [specific event]

  • Registrants who did/did not attend an event: Registrants > Event: Event record “Equal To” [specific event] AND Registrants: Attended “Equal To” [Yes/No]

  • Registrants who did not pay for an event: Registrants > Event: Event record “Equal To” [specific event] AND Registrants: Balance “Greater Than” [0]

  • Registrants who paid for an event: Registrants > Event: Event record “Equal To” [specific event] AND Registrants: Balance “Equal To” [0]

  • Revenue by appeal: Revenue > Appeal: Appeal record “Equal To” [specific appeal]

  • Revenue by appeal mailing: Revenue > Appeal > Appeal mailing: Name “Equal To” [specific appeal mailing]

  • Revenue by date range: Revenue: Date “Between” [specific date range]

  • Revenue by designation: Revenue > Application Details > Designation: Designation record “Equal To” [specific designation]

  • Revenue by specific batch number: Revenue: Batch number “Equal To” [specific batch number]

  • Revenue over a specific amount: Revenue: Amount “Greater Than” [specific amount]

  • Revenue that has not been receipted: Revenue > Receipts > All Receipts: Process date is "Blank"

  • Sales orders by amount: Sales Orders: Amount “Equal to” [specific amount]

  • Sales orders by date added (range): Sales Orders: Date added “Between” [specific date range]

  • Sales orders by date range: Sales Orders: Transaction date “Between” [specific date range]

  • Sales orders by program: Sales Orders > Sales Order Items > Sales Orders Item Ticket > Program: Program record “Equal To” [specific program]

  • Sales orders by program event: Sales Orders > Sales Order Items > Sales Orders Item Ticket > Program Events: Event record “Equal To” [specific program event]

  • Sales orders by sales method type: Sales Orders: Sales method type “Equal To” [specific method type]

  • Sales orders by status: Sales Orders: Sale order status “Equal To” [specific status]

  • Sales orders by user who added them: Sales Orders: Added by “Equal To” [specific user]