Transcript for "Explore the Power of Blackbaud Raiser's Edge NXT® Query in Web View: Your Ultimate Guide": Where everybody's coming from. Alright. I'm here. Okay. I'm seeing I'm here. Good. Good. Good. Good to see everybody. I've seen all those great notes where we're coming from. Awesome. So let's go ahead and, let's jump right in. So we are going to, with our hour together today, explore the power of query in Raiser's Edge NXT. I've got, hopefully, your ultimate guide here today. So, a little bit about me, as your instructor for the the session, my name is Kimberly Piechik. I am a officially senior instructor is my title here with Blackbaud. My role is within Blackbaud University. So if you have a training subscription with us, I may have met you before. I've been an instructor for going on seven years now, so I've probably seen you if you do take some courses with Blackbaud University. That's where we offer instructor led trainings on all the different features, of course, of all the different products we offer. I am from Milwaukee, Wisconsin. I saw some Wisconsinites joining us today. Extra special hello to you there as well. It is nice and snowy here too. I saw a lot of us were sharing that coming through the chat buried in the snow. Go pack. Go. I see that coming through. I love that. I did write in my fun facts. I gotta tell you, I am not a fan of winter. I am not enjoying that I spent a good portion of yesterday shoveling, some of today as well, but we're making it through. Right? We're we're making it through. Few other things about me here. So based in that Milwaukee area, before I came over to Blackbaud as an instructor, I was all in program management. So I was a program director for a small pediatric cancer foundation based in the Chicago area, and, again, been an instructor since, 2018. I'm also a mom to lady who, is a Chihuahua, coming up on 10 year old Chihuahua. Not enjoying winter either. So another, not winter fan, but bringing us some joy this winter is my daughter, Stella. She's two and is greatly enjoying the snow. So having a little bit of fun there, with the snow, and hopefully the rest of us. I see a lot of snow. Let us know when our where we're sharing. Hopefully, we're enjoying that too. Maybe a little bit more than I am. Before we jump in here and talk right about query, I've got a couple bits of pieces of information I just wanted to mention. So if you are familiar with Blackbaud's community, that's our community of users. We are hosting a they're calling it a power up challenge. So the power up challenge is gonna be available to us as features, functionality are moving from database view. They're moving into web view. Right? So they're creating these challenges for you to kinda interact with those new features, explore some new features. And as you explore some new features, you get to show that off. You just go through a series of guided questions, and then you get the opportunity, once you submit that, to get a special badge. So I'm gonna share the link for that through the chat, and it's pretty easy here too. It is our community.blackmod.com. It's our power up challenge. So that should be coming through that chat there. You'll get a special badge if you just complete some tasks within, that specific community link. And you gotta do that by, mid March. So something to keep in mind there. Alrighty. Other things I just wanna mention sort of administratively. I see lots of introductions again coming through the chat. Definitely feel free to use that chat for comments. Hey. Things are looking good. Loving this. Whatever that might be. Next to the chat, up at the top, you'll see docs. If you click over to docs, I've got a couple documents available there. Today's slides, as you can see, are in there. And then I do also have some links to, some trainings with Blackbody University, which, again, is my neck of the woods. There's also a tab that says q and a. So if you have a question you want an answer to, I would head over to that q and a tab. Two of my fellow instructors are joining me today, Thomas, Alyssa. They are gonna keep an eye on that q and a tab, and they can actually respond to questions there. So I'd say if you want something answered, q and a is really gonna be the best place for that. But more kinda comments and so forth, definitely feel free to share those in the chat. And those tabs there, if you are in the chat, they should be up at the top. So chat should be up at the top. Right next to that, you should see docs and then q and a. I'm seeing a lot of stuff coming through there on in the chat about, is this gonna be recorded? So these sessions are recorded, and I can see that, my colleagues are answering that in that q and a too. Alrighty. Let's go ahead and talk about query here. So, my agenda for us for today is really just a couple units broken out to keep us focused. So similar if you have been in Blackbaud University trainings, I've broken that out in a very similar fashion for you. We are gonna start with some simple queries. So, if you are newer to the query tool, I'm gonna give you a quick overview of that. If you are not new to the query tool, we'll get a nice refresh, make sure we've got some good stuff to find there. Then we're gonna talk about new and updated features as queries come up into the web view of the system. We're gonna get a little bit more complicated. Over in our third unit, I've got lots of demos for us of ways we can build some pretty complex queries. And then we'll talk about using queries within WebView specific tools. So we are making the jump. Right? Making the jump over to WebView. How can I then use those queries within WebView specific tools? Final thing I've got for us is just recommended resources. So a lot of documents and things, we're able to see from there. Alrighty. So I'm gonna keep us going into my first chunk of material, which is our simple queries. So big picture, kinda basic overview of our query tool. If you're newer to it or, again, refresher, perhaps, for some of us here, we've got our query type. So when we go ahead and construct a query, I'm gonna be prompted to choose a couple decisions. First is our query type. Now taking a step back here, query is our grouping tool. So, again, if you've been in the system before, you might have heard us say that query is used to create groups. We create strategic groupings of records using the query tool. If you're getting a refresh or you're new, I would say if you can remember one thing for me today, query equals group. Right? Group of records. Most likely, we're wanting to do something with those records. I want to send a, you know, group of constituents an email. I want to pull a particular, report on a group of gift records finance is looking for. Right? So query is often a first stop in the database, generally not a last stop. We're often gonna go ahead and do something with that system. So when we are, again, building out our groups of records, first decision that we're making here is our query type. So what type of records are we creating a grouping of? Any record type that you can go ahead and build in with the system, you can go ahead and group together with the query tool. So we can group together constituents, gifts, action records. Again, anything you can create a grouping of, you would be able to see that here with the query. Next decision we're making is our query format. And there's two options for query format. We can either have our results update every time we're using our queries, and that would be a dynamic format. The other option is I want my results to stay the same. We're gonna go ahead and lock in with a static format. So if I wanted to build a query, right, of every constituent who gave a gift, this week, and that would be a a dynamic query, I run that today. It is going to be a list of, right, a grouping of all the constituents who gave a gift this week. If I were to go ahead and run that next week, it's the constituents who gave a gift that current week. Right? They're always dynamic results for me. Whereas static, I would say you might use that more so for administrative tasks, cleanup projects, that kind of thing. Static, I would say you might use that more so for constituents in my query, I had constructed that had given a gift this week, let's say, you know, easy numbers. There's 10 of them. We would be able to see those 10 today, next week, next month, next year. Then we are deciding our criteria. So what characteristics should the records have in in common? I really think of this as the bulk of query. Right? This is really where we're deciding who and what records are we hoping to group together. And this is where I'm choosing a field, an operator, and a value. Right? What do I wanna group? We would then check out our results. So results will display a count of how many records meet our specified criteria, but you can also choose to display information about those results. If I want something more than just a count of how many constituents gave a gift this week, I wanna see their names. I wanna see the type of gift they gave. You can do that, of course, with the output tab. So I'm gonna jump in here. Excuse me. Jump right in. My browser should be coming up. And as I load my browser here, we've got Razer's Edge NXT coming open. Now I will mention, if you haven't heard from us before, our navigation bar is moving. Some of you might have that already. Some of you might be seeing that come into your organization pretty soon. So if I look a little bit different, that is why navigation bar historically was up at the top of Raiser's Edge NXT. I would click, drop down menus would load. Right? Throughout the course of February, we are moving to a left hand navigation. So if you're more familiar with database view, this might look a little familiar to you here. We've reorganized just a little bit as they move that navigation over to the left hand side. Again, that's rolling out to organizations throughout February. So if you don't have it just yet by the end of the month, you should be seeing that. Okay. And query, if you got the new left hand navigation or you have the old navigation up at the top, it's within analysis. Right? We're gonna go ahead and choose analysis, and then we will select query. So popping on into my query tool here. Little bit of lay of the land as we take a peek at this query tool. I can, of course, build new queries up at the top. I'm gonna demo a couple of those today. I can merge queries. We might be doing those today here as well. But we also could apply some filters to how we're seeing our list of queries. I can filter based on who's created it. I don't wanna see absolutely everybody just created by a certain user, created a certain day. Also able to change around some columns of information. Newer feature here in the WebView is the find by name. So it's a text search. So if I wanted to go ahead and do a text search, search for a specific query I've saved, you can do that. That can be quite helpful as well. Check boxes up at the top here to restrict your view as well. I don't wanna see everything just what I have created, for example. And then I've got some options here, of course, to filter by category just to move to this drop down menu if you were familiar with, database view in that past. Okay. So as we're taking a peek here, with my query tool let's jump in. Let's build a a basic query to get started. So I'm clicking that new query button, of course, up at the top, and I'm looking to build, let's see here. Let's go ahead and construct we were thinking about let's go with a a dynamic gift query. So So let's go ahead and select here. Under our query type, I'm gonna choose gift, and I'll go with dynamic here. Now click okay. And I will say I'll just mention, I can kinda keep my eye on the chat as I'm presenting here. If you want questions answered, if you want questions answered, if you can go to the q and a tab up at the top next to chat, my two colleagues, Alyssa and Thomas, are directly responding to questions there. I don't think I mentioned, though. I do see one. Any queries your organization had built in database view are still here. It's, I would say, same principle. If if I add a constituent in web view, I add a constituent database view, doesn't matter. Right? They're in your razor's edge NXT. Same theory with query. If I add it in web view, add it in database view, you're gonna see that in your query tool. Okay. So I've got my query tool. I'm gonna go ahead and build out basic query here of, some gift records. Let's go ahead and construct here a query of, gifts from you know, let's go last calendar year. Okay. So last calendar year, I am going to select some gift information to group that here in my criteria tab. So, really, any field that you have the option to select on a gift record, I could choose to group by. So under my gift information, I am looking for grouping by gift dates. I just wanna build a nice simple query here of any gift from last year. So I'm gonna use my operator of equal to. And date, I've got dynamic dates listed here. I do want to go ahead and find gifts from last calendar year. Now dynamic query, dynamic dates, this will always dynamically update for me. Right? This will be a listing of a grouping of, I should say, every gift from last calendar year. Twenty twenty four now. If I were to switch over to my time machine, it's 2026. Right? It's gonna be from 2025. It'll always dynamically update for us. But lots of options here for the dates. I'm going with those dynamic dates. If those don't meet your needs, you have a ton of other options as well here, including a between if you're looking for a really specific range as well. Go ahead and click okay. Alright. Let's check out those results. Okay. So I see a record count. Right? We're always seeing a record count here, when I construct a query. There are 1,795 gifts in my database I'm working with from last calendar here. Very good. If I wanted to see some information, you know, what was the donor's name on these gifts, what date, would be on these gifts, you come over to the output tab here, and you can add some additional pieces of information that you're hoping to see. So on my output tab, let's say, yeah, I do want to see, you know, pretty basic I don't know who donated. Right? I wanna know who donated these gifts. So I could come over to the constituent section, click my little arrow, and I'm interested in seeing name of constituent. So to select fields, right, you can go ahead either click on the field like I demoed already. It's a single click, so a pivot from a double. If you're looking, switching from database view, you can also click this context menu here. Context menu is gonna let you select as well. If you're moving on over to web view from database view, I would say this context menu, you're gonna see it throughout the web view. You're gonna see that all throughout the system. It's gonna let you do something. Wherever you see that one, check that one out. There is also a drag and drop. So if you do prefer to drag and drop, you can do that as well. Coulda done that in database view. I don't know how popular that was. Alright. So I've got name here. If I wanted to see the amount of the gift, date of the gift, anything else I want to see, I could come over to the gift information section here, add some additional fields. Let's just see what we got. I'm coming over to my results here. Alright. So listing of names of constituents, I don't see a whole lot else. Right? I didn't ask for that. If I want to see more data, I wanna see amounts. I wanna see names, whatever, or dates, excuse me, whatever it might be, fund, I would just keep going going here into my output tab, adding additional lines of criteria. There is the option to sort as well. So if it would be more helpful to me to go ahead and sort, I can do that too. You would just need to come over to the sort tab and tell the system how you want to sort that field. Couple things I'll mention here. There is a favorites section. So any fields that you're finding, you are using regularly, you can add those to your favorites. So I did add name to my favorites field, for example. I like to use that regularly, so I don't have to go scroll and dig in for it again here. But to add a field to my favorites, I would just click that, again, context menu, three dots here, add it to favorites. Favorites are user specific just for you. So whatever you want for that query type, those will be available to you in your favorites. Okay. Heading back over to my results. Again, I don't have a whole lot here, to display on, I did add to a lot of output fields, but we're gonna keep on going, practice some more. If I look really good, I would go ahead and click my save button or, of course, save and close. I'm gonna go ahead and click save here. And let's call this, you know, all gifts, last calendar year. I can add a description if I'd like to do that. My format, I can choose to change that at this time if I did want to lock these results into place, never update. Any categories you had, if you're familiar with those from database view, those are still here as well. You can choose what category you want to place that in. Of course, categories are accustomed to your organization. Checkboxes as far as access. I'll tell you, I tend to say, you can run my query. No. You cannot modify my work. Can't change my work here. That is mine. I'll click save, but you can always see the results if you want to. Okay. I also then have the option to save as. So if I did want to make a modification, I wanna make changes to it, I told my colleagues, you can't change it. They could always do a save as. And there is a copy link button here. So copy link, new to WebView. One of our new features here is query moved up to WebView. If I wanted to share this with a team member that has access to my organization's query tool, right, we've got the copy link button. You just click this one. It copies right to your clipboard. I can paste this over in a chat, email, whatever it might be. I can access this query right away. Export is still here. Export was available in the database view, of course, of the system as well. It functions, I would say, just a little bit different. When I click export, it's gonna extract whatever I see here on my, results tab as a CSV file. And if you can see on my screen, hopefully, it's not too small, it went right into my browser's downloads. So right into my browser's downloads, and I can open up that CSV file from here. Alright. I'm gonna save and close this one, and we've got some more advanced stuff. More advanced stuff we're gonna take a look at. Before we get a little bit more advanced, I just wanna make sure I'm calling out those newer or updated features if you are familiar with database view of the system. And I'm, again, trying to keep my eye on the chat. I see love that goes right to the downloads. Yeah. There's some nice, functionality there. I like that they made a couple couple improvements. So couple of my favorites here, new features. If you were familiar with just the database view search. So there's a search up at the top. You can find your queries by name. We have the copy link I demoed. Right? You can go ahead and copy the link directly to a query, share that with a colleague. Yep. If you're copy pasting from a CSV file as well, a list of constituent IDs, they increase the maximum amount of, fields you can copy and paste on in. I just demoed the export. It's just a little smoother. Right? A little smoother goes right that it goes into a download folder. And you, of course, have the option to save that file wherever you want once you open that up. We also have more options available to us in query options. So let's take a quick peek at that. Okay. So I've saved out my query. Get my browser back open here. I have already forgotten how I've saved it. I've already forgotten. Right? I don't know what I'm doing this morning. I've already forgotten. So find by name. Although I love it, it's not gonna help me out. I'm a big fan of just the find my queries only checkbox. Shows me everything I've created as a user here. And I wanna open this back up so we can see a few more things. Options to open a query, either click the name in blue, pops right on open. Cancel. Context menu. Again, context menu, you are gonna go ahead and see all, that all throughout the web view of the system. I can edit the query. That's gonna take me into the exact same screen. I can also edit in a new tab. So if you are a tab person, you wanna pop this open in a new tab, you can certainly do that. There's also quick access links here right to the export, right to the favorites, edit the categories, and even delete if you no longer need that one. Let's edit in a new tab here. Okay. So popping this open into a new tab, we've seen criteria tab. I did a tiny bit of work right over on this output tab. We do got sort available to us as well. Let's check out our query options. So these were available in database view. You would have found these in database view query by opening up a query, going to gift, or excuse me. From the menu bar, you would click tools and then query options. So I had to click click click a couple times to get there. Right? We moved them. So now they're right here baked on their own tab within the query itself. You've got options to make adjustments to the format, the name, category you're placing that in. You can change descriptions, who can access. We'll also have options for record processing on this left hand side. Some of these I might practice with us as we get a little bit more complex here, but I just wanna highlight the gift processing. So gift processing, again, was always available, but you really had to click to find this one in database view. By default, right, we are crediting gifts to the donor, whatever constituent's name is on that gift record. Same idea with matching gifts. Matching gift company, they're the ones who cut the check, so to speak. They're are the donor of that gift. They are the matching gift company. That's what we're automatically crediting to. You can change that. So perhaps I want to see, yeah, both the donor who prompted the match money to come in and the matching gift company. I can do that. Yeah. I wanna see the donor and any soft credit recipients. Let's switch over to both, and I'll go ahead check out my results here. I was at about 1,700 before. It's increased my results, right, as I go ahead and take a look at those record processing options. I'm including soft credits matching gifts. Alright. Other thing we've got here that is quite quite new is find in the list. So, again, I don't have a whole lot of outputs here, but if I was looking for, you know, a particular constituent, I just wanna see Mark, for example, search up at the top. Results are loading for me here. Should be loading. I think it's still loading. Only Mark. So it would go ahead and highlight the results. I would get a, a little snippet of a record count up as well. That would show me the results meeting that criteria or specific field. Generally low. So let's try a different field. Anne. There we go. Found some of those. It should be shrinking my results down, but it's telling me 50 of these results contain Anne somewhere in that, in those display fields I've selected. Okay. Let's pop over to some more complex examples. I'm gonna click cancel here. Discard my changes. Okay. So a little bit more complex here. We want to build a little bit more of a complex grouping. Right? So that was just simply gifts from last calendar year. Now I am hoping to find a particular group of donors to send an email to. So I wanna email some donors. I want to confirm I am only including alums in that email, grouping, and then I also want to make sure I am not including anybody. I should not be contacting anyone with the appropriate, consent I don't have, solicit codes I don't have. Take them out. Right? So I wanna find some donors. I've got some really specific gift criteria I'm gonna look for on that, and then I'm gonna restrict to just alumni only and take off. Right? The folks I should not be contacting. Okay. So back in here. Hopefully, my browser's coming back up. Alright. So we've got my query tool. I'm gonna jump right on in and build another new query. So click a new query here. I'm gonna go with a constituent query. I wanna find some donors. Right? Constituent query, I'll stick with a dynamic format for now. We'll have these update. That's fine by me. And I want to find, again, donors. So I am going to define that as a little complex I will get here. I wanna find constituents who've given us a grand total of at least $5,000 or more since 2020. So in, you know, roughly the last five years, they've given us at least $5,000 or more. So if I'm looking for not just information grouping by one singular gifted constituents given, that would certainly be available to me in the gift section here. I can also group by the first gift they ever gave, the last gift, the largest, greatest gift they ever gave. I wanna go by totals. Again, not one singular gift. So just like in database view, if you were familiar with that, that's all the way at the bottom here. All the way at the bottom in my pick list, I've got my summary information. So I just need to click my little triangle to open that on up here. Now couple record types. Right? I could go ahead and choose to summarize. We're gonna summarize gift. So I'll click my arrow again and get all of my summary gift fields available to me. I wanted to group by the amount constituents have given, so I'll go ahead and choose total amount of gifts as my field. Again, personal preference. It's gonna come down to, do you like the single click? Do you prefer the context menu to select? Do you like the drag and drop? Anything will do the exact same result there of popping that open to select your, criteria. Okay. Again, I'm defining this as I wanna find constituents who have given $5,000 or more since 2020, so five ish years. Okay. So I'm going with my operator, not of equal to. I don't wanna find those who have, given exactly $5,000 or more. I want to find greater than or equal to my value, 5,000. Right? Find me those who've given $5,000 or more. Coming over to filter. Wait. There's more. Right? I don't wanna find constituents who have given us $5,000 or more since we started recording gifts in a database thirty years ago. Right? I just wanna find those who gave $5,000 or more since 2020. So popping over to this filters tab, I want to add some more restrictions on that. And I'm looking for a gift date here. Right? Looking for a gift date filter. So I've got all of these different gift fields. You know, I may be choosing to restrict $5,000 or more to only a certain fund, certain appeal, I'm going with gift date. So I'll go ahead and select that. And, again, $5,000 or more since 2020. So, I'll choose my operator of greater than or equal to, and I'm gonna stick with a specific date here. And I'll just type in the first of the year twenty twenty. So greater than or equal to a particular date, on or after. Right? So this query tool now is going to find constituents who've given, again, $5,000 or more on or after January first of twenty. If you were to choose less than or equal to, it would be prior to that particular date. I'll go ahead and click okay here. Looks good to me. I'm gonna click okay. Alright. So now I've got that line of criteria. I do have a little arrow here where I can see the additional filter I've applied. And just personal preference, I kinda like to see some results as I start building particularly more complex queries. I like to know where I'm starting as I add lines of criteria. So I'm in a pretty small sample database. I have a 28 constituents who've given 5,000 or more since 2020. Right? I've got some more. So I've got some more here. Now with my criteria, I want to include folks, who get have given that total or constituents that have either a recurring gift with us and also donated last year. So if you've given this total of 5,000 recently, great. But maybe, you know, we have some constituents with recurring gifts with us. Still pretty significant donors. You know? They're giving really regularly, but they're not at the threshold of the $5,000 or more. I still wanna target these people for this email I'm sending, so I'm gonna add some more criteria. Alright. I'll scroll back up on over to the gifts section. So opening with my little arrow here, my gift section. I again want to locate or group the constituents who have a recurring gift. So they've given a recurring gift at some point to our organization. Now, of course, recurring gift would be a gift type. I want to find one match. Right? One type of gift, so I'm gonna leave my operator of equal to. And value, I've got recurring gift down at the bottom, but as you can see, lots of different gift type options here. I'll click okay. Okay. So either, recurring gift, or excuse me, either I wanna make sure they've given the thousand dollars 5,000 or more, or they have a recurring gift with us. So I will use my context menu here to switch over to an or. Don't want the and. And will always go ahead and add for you when you're adding multiple lines of criteria. Not what I want. I don't wanna find constituents that meet both criteria. I want to go ahead and find constituents out of either one, either or. Right? I'll go ahead and toggle over to or. Got one more thing in mind. You know, they could have had a recurring gift quite some time ago. I do wanna make sure that these constituents that have the recurring gift with us, they've donated at least recently. So I'm gonna go ahead and add another line of criteria just in my main gifts section of gift date. I'll go ahead and choose gift date here. I wanna find those folks who have donated decently, recently here. If I'm gonna define decently, recently as, you know, they have given a gift last year, I could do that again. I could also go with a range of between. So, you know, first of last year through today. But if I wanna kinda keep reusing this query, if someone makes a gift tomorrow, right, they're eligible. I want them to be included. I am a big fan of the greater than or equal to a particular date. So I'm gonna switch over to greater than or equal to specific date, and I'll go ahead and start with the first of last year. I'll click okay here. Alright. So three lines of criteria. I have ands. I have ors. Now if you have both ands and ors, different combining operators within your query, I think I saw if I could look in the chat, you will need some parentheses. If you've got different combining operators, you have to tell query which to do first. Should I be inclusive with the or first, exclusive with the or? What should I do with that? So I want to find constituents that had either, right, that total amount of gift, or they've given a recurring gift and they have a date equal they've given a gift, excuse me, since the first of last year. So these two things should be considered together. I'm gonna place parentheses around them. So to add parentheses, I'm looking for my context menu again. I'm gonna go ahead and add beginning parenthesis here. And around my third line of criteria, I'll click that context menu again. Add the closing parenthesis. So, again, first thing raises that queries to going to do for me is find constituents with a recurring gift at some point, and they've given a gift roughly in the last fourteen months. Then I've got my or here. Right? Or here is gonna find for me tack on to the grouping any constituent who's given $5,000 or more. Let's see what we got here with our results. I was at a hundred and 28, added a few more lines of criteria. Load. Load. Load here. And I am finding did you update query? My constituents who have given I should have brought my number a bit here. Refresh. Taking a little bit to load. Now if my number is staying the same, perhaps this did not change my grouping. Perhaps I do not have any constituents. With a recurring gift and a gift from last year. Should be updating that number for me. I think I'm looking pretty good here. So let me take a peek. Right? Let me take a peek at my outputs. So outputs are always really helpful for me for spot checking. Did I get this right? Right? Did I get this grouping right? I can go ahead and add some, additional information here. Like I said, I'm a big fan of name. Who is it? What's going on? Right? I'll go over to constituent information. I don't have any favorites saved just yet, but I love name. It's gonna give me constituent's full name. I'll give that with just a click. Probably could add that as a favorite by choosing that context menu again. But I'll also point out here you've got query fields. I'm a big fan of query fields. This section will show you any field you've already selected. So if I want to see you know, show me the total amount they've given, show me the type of gift they've given, show me date of all the gifts they've given, it will go ahead and do just that for me. So it'll go ahead and load all of those additional fields, but you just get that quick access. Don't have to go dig in for them again. I didn't sort earlier. I certainly could sort. If I do not sort, I will have a jumble of names here. So I'm gonna go ahead and do that. Click my arrow, and let's go ahead and sort by name. Now sort will default to an ascending order. You can also go descending. So context menu, again, lots of changes here with the context menu. I'm gonna leave ascending, and let's check on our results here. Okay. I'm definitely seeing some duplication. Definitely seeing some duplication here. Now name, that is not a a unique field. Everyone can only have one name. I definitely shouldn't be seeing that duplication. So 10,000 results. Let's go over to options. Now within your query options, again, always available. However, little tricky to find. You do, of course, have the option to suppress duplicate rows. Let's see if that's gonna help me out here. Now suppress duplicate rows will only suppress if it's true duplication. Right? So if I had asked in the output tab to see gift dates, for example, it would show me all the dates of every single gift all these constituents have given. That's not true duplication. That's unique data. But I just had name. That shouldn't be, showing me duplication here. Hey. It worked. I'm back down to 28. So depending on your outputs you've selected, that a suppressed duplicate might work for you. But, again, will only suppress true true duplication. I did forget to show earlier, you could open up records. So if I wanted to open up a constituent record from here, gift record, whatever it might be, you can go ahead, click name, record will come open, or, of course, whatever field you've chosen to output, that record type will open. And you can actually toggle your way through those previous and next buttons as well. I'll close out of that. Okay. So I've got my criteria here. Looks pretty good. I'm at 128. I am wanting to make sure that I am restricting this just to alums of my organization. I want alums only. Now multiple ways I could do that. So, could I you know, if I have that as a constituent code, could I add another line of criteria? I could. We're looking at fun stuff today, advanced techniques. Right? So let's come over to options. So in my options tab, there is some record processing decisions. We've seen most of these here. You have the option to select from a query. So, currently, right, I have in my results a 28. So the query tool looked at every single constituent in my entire database, and there were a 28 matches based on looking at the entire database. What if I don't want to to look at the entire database? I only want to look at a group. I like to call this one query within the query. So if you want to use a query as your starting point, you can do that. This can be often, an easier approach than a really complex query, lots of lines of criteria. Build one query, which I have, for example. It's just a search here of any and all queries saved within my organization system. I have a query of all alums, and I'm gonna go ahead and select that. If, let's say, there are, you know, 500 alums in my database in this query, my tool is only gonna look for matches results within this query. Query within the query. Right? So I'll go ahead and check out my results. Alright. Loading here brought me down pretty significantly. So by only looking at constituents within my alum query, I have 11. I now have 11 constituents that are alums, but now meet those additional lines of criteria as well. Easy as that. Right? So, again, could I keep going, you know, add multiple multiple lines of criteria? Sure. Often, query within the query, gonna go a little bit faster, a little more smooth. Alright. I'm gonna go ahead and click save on this one. I have not saved this just yet. So let's save this one. And these are gonna be my alum, donors for some comms here. And, again, I generally say you can run. You can't change it. Save it. Okay. Alum donors for communications. Alum donors for communications. I should probably make sure before I communicate with these constituents, I can do that. Right? I don't, have any solicit codes on their record that prevent me from doing so. I have the appropriate consent, all that good stuff. So, again, could I come over to the criteria tab and add some lines of criteria around my solicit codes? I sure could. However, we've got another way I might suggest. So I'm gonna go ahead and save and close. Even close this query, and we can merge. So if you're frequently building queries for communications, most likely. Right? Every time we're preparing a communication, we want to exclude constituents we should not be or do not have permission to communicate with, build a query of them. We can go ahead and build a query of all those constituents based on those appropriate solicit codes. Of course, solicit codes are custom to your organization. And then what I can do here is merge. So I'm gonna go ahead and merge my queries. So click and merge, and I want to merge starting with my alums to contact for communications. There we go. There it is. And then I want to take out all of my we have it saved in, this database already here. All my solicit codes of folks, I should not be communicating with. Again, kinda set that up one time, and that will be saved for you. You can keep reusing it, remerging. Well, what do I wanna do? You've got a couple merge operators here. I will mention there is this little I for information if you're brand new to merge. This will tell me exactly what's going on. However, I know I want to subtract. I want to subtract anyone I should not be communicating with. Pull them out. Right? Pull them out of my alum donors to contact grouping. So I'll choose subtract. I'll click okay, and I come right over to my results. Let's see what we got. We have to save a merge query. Let's click okay. Okay. I'm gonna say these are my alums to send an email to and, static format as I click save here. Static are always, the format we'll see here when we are merging queries. Now let me just tell you as I've been, of course, testing this. I have had trouble getting the result to pop in here on a merge query. If you can see really closely on my screen, I don't see a record count. What I have found, though, is if I save and close and then I open that query back up, that has been loading for me. So let's try that again here. Checkout results. Checkout results. I'm seeing job failed, which I haven't seen before. Can I try this? Let me try one more time. Okay. Let's try our alums. If not, I've got a workaround here we can manage. No problem. K. Take off everybody. Subtract them on out. Let's go check out my results. Okay. Email people. I'm gonna say take two. Save it. Okay. Again, I have been, as I've been testing, noticing results just not quite popping in. But if I save and close god. It doesn't seem to be taken either. Haven't seen this before. Generally, if the results aren't popping in, I click save and close, but I'll see the record count loading, and then I pop it back in, and it loads. Okay. Well, I can work around this. No problem here. I can work around this one. So I want to email these constituents. Right? We can email. That is an option for us within Raiser's Edge NXT. You can email lists of constituents. So, I'm not quite ready yet. We don't have the option to email within the email tool a query of constituents. It does have to be the WebView list. Again, we can pivot here. So let's come over to our, constituents option from the navigation bar, and I'm looking for constituent list. Let's actually oh, you know what I need to do first? Start with a static query. So let me go back. Sorry. Go back over to query. In order to pull a grouping into my list tool, I do have to save it as static first. So let me go back to this alum donors for communications. I'm just gonna click on that. I'm gonna come over to my options, and I'm gonna change this over to static. I'm gonna do a save as. I'm gonna say this is my static. Alums to email. Save it. Yep. Go ahead and save that static query for me. Load. Alright. I'm gonna save and close my work. So now I can come back over to constituents, my constituent list tool, and I'm gonna start with a static query. Okay. So I am looking for let me show only mine because I'm getting lost here. There we go. Alright. Here are my static alums to email. I'm looking for that record count of 11. I know that looks good. Let's click open on that one. Now, again, merge was giving me a little trouble here. That's alright. Over in my list tool, I can still add some filters. So at this point, I can exclude or restrict all the constituents I should not be communicating with. So I'll just come up to my filter icon here. That would be a marketing filter, and I want to exclude some solicit codes. So, again, my merge wasn't quite working, but I can still come into list tool here and go ahead and exclude some solicit codes. So I'll click exclude, Apply that filter here. And I'm just gonna take off, of course, all of my organization's folks I shouldn't be emailing. You know, don't send this. Don't send that. Do not solicit all that good stuff. I'll just click apply. Quickly take those folks off. Didn't change my number at all. I'm still at 11 constituents. Alright. Good. But at least I know I definitely can communicate with them, and then I'm gonna go ahead and click save. So I'm gonna save this as a new list. So save this as a new list here. And I will say these are alums to email. And I do want to have access to this over in the email tool. So I need to either grant view or manage access If you say no one else can access, only you can see it. Only you can see it in the list tool. So I'm gonna give this full manage access. Click save, and now I can come over to my communications. So now that I've got this saved as a WebView list, I can come over to email. And I built a pretty simple draft to your email, a pretty basic draft email. I'm just gonna go ahead and edit that. So in my drafts, gonna make some edits to that draft email. I've got my nice Latin placeholder text here. I was using a template that's available within the email tool, but I just wanna pop over to finalize. And we're gonna send this email on out. I filled out, you know, subject line, all that good stuff. I'm just scrolling over to the section where we have who should receive it. I would choose a recipient list. Right? This is where I would get the ability to choose any list that I have saved within my system. And I've gone with my alums to email. That's the one that I just saved. I'll click select, and, of course, I can send that now, send that at a later date. So idea here is that we can use the power of query with our parentheses, with our ands, our ors, with the query and the query, with the merge, which, again, is generally working, with all of those different features. And if you need to send them an email within the email tool here in, Raiser's Edge NXT, you just save it as a WebView list. Save it as WebView list, and then that's available to you here within the email tool. I'm gonna save and close that quickly. I'll also just mention, could use this in workflow. Right? If I wanted to send a sequence of communications to a group of constituents, multiple emails, I could go ahead and do that too with the workflow designer tool. So lots of options there. We've got, once you save that as a list. And if you are I'm thinking here. I'm getting trying to keep my eye on the chat, and I know, my colleagues were answering questions over in that q and a tab as well. I will mention too as I head back into my slides. If you didn't hear my introduction, I am an instructor with Blackbaud University. So all I do all day is teach. I do trainings similar to what I did today, but our trainings at Blackbaud University, are generally ninety minutes long. They are capped at generally 25 people. So you have more of an opportunity to ask personal questions. I again, a little tricky for me to see all those questions here, but you would be able to ask those questions. You can instructor can kinda pivot and answer things. So definitely something to check out if you haven't had training with us before. We've got multiple trainings on queries. Really, anything you can do with Raiser's Edge NXT, we've got training on that. So I did just wanna mention that my colleague Thomas is sharing some nice links through the chat as well. Our guiding principle at Blackboard University is learn fast, work smart. So we wanted to get you in, again, generally a ninety minute instructor led session. We wanna get you in a sample database where you have guided practice, where you get to try things out in a test database, safe place to add records, and so forth. If you're using Blackbaud UCampus, you can search up at the top for particular content you're looking for. We also have product catalogs. We've got a lot of, of course, different Blackbaud products there. We've got trainings broken out by learning path. So if you are in, fundraising, if you manage the database, we've got some nice options for you to take a look at. Hey. We'd recommend these sessions. You can enroll in those. We offer those throughout the day. Again, ninety minute sessions is usually what we've got. We do also have on demand e learnings as well, so videos led by an instructor as well, that you can watch if you don't have time to to sit with an instructor and and get your questions answered. So if you again, I think I maybe caught a comment. We went a little faster. This was everything you need to know about query in, one hour. But if you want to take a deeper dive within either me or a fellow instructor, we've got a training called query in WebView. That is, again, a ninety minute course, basics of query. So kind of thy first example works through that. We also have a brand new training, advanced query in WebView. So the ands, the ors, the parentheses, the advanced options. You get an instructor, to lead you through all of that in hands on practice too. Thomas is also sharing a link in the chat as well. It's our session's called learn fast, work smart, where if you're just brand new to Blackbody University, what is it? We can have an instructor walk you through that too, guide you through how do I search, how do I enroll, how do I click. We certainly have options there for you. So that's what I have for us for this session. Hopefully, this was helpful. Again, we crammed a lot of information on really the full spectrum of basic query all the way to some pretty advanced stuff here. If you, have some thoughts for us, again, I'm here. My colleagues, Thomas and Alyssa, will be here for a little bit more keeping an eye on that q and a tab. But if you're heading out, I see some thank yous coming through. Very good. Thanks everybody for spending either morning, afternoon with me, whatever it was for you. Hope you're staying warm if it's chilly, like where I am. Otherwise, have a great rest of your day. Enjoy your queries. Oh, and just turning my mic back on here, I saw a couple questions on those advanced and basic trainings in the docs tab, if you can see that. I know my colleague, Alyssa and Thomas, had been sharing links too. But in the docs tab, I have a direct link to the query in WebView. That's our basic ninety minute class. Our advanced query in WebView, that's our ninety minute advanced training, and then our on demand elearning video, you can watch at any time. Those are all linked in the docs, so you get quick access there.