Smart Queries

A smart query is a tool that enables you to use a previously defined query, known as a definition, to generate an instance of the results for parameters you specify. Definitions typically perform complex calculations that use business logic, so you save time when you create smart query instances because you only need to enter the parameters for the results you need. Smart queries are available in Query. To access the Query section, from Analysis, click Information library.

To create a smart query instance, you select a 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 you generate the results, you can review, export, or create a selection from them. For detailed information about how to create smart queries, see Create Smart Query Instances .