Transcript for "Unlock Advanced Blackbaud Raiser's Edge NXT® Query Skills": Welcome, everyone. I hope you're excited to unlock some advanced query skills in Raiser's Edge NXT today. My name is Alyssa. I'm an instructor here with Blackbaud University, and I have been part of the Blackbaud family for six years now. I originally started out on the support side, kinda learning the ropes and helping our customers and eventually transitioned over into training, which I have a passion for. I used to teach fourth and fifth grade before I came to Blackbaud, And, I've been in Charleston now though for ten years officially this month, but moved from Michigan, couldn't take the snow anymore. So anybody in, that part of the world that experiences snow, I'm sure you're right there with me. So now I just deal with hurricanes and heat waves. And, outside of work, you'll likely find me at burn boot camp so I can try to keep up with my energetic and hilarious two and a half year old son. And, otherwise, if I have any other time to myself, I'm doing some type of a craft, so there's usually at least one half finished product around the house. And, joining me today is gonna be my colleague, Andre. Well, hello hello again, Alyssa. Wonderful to have you back with me for another webinar again this month. I live out in Charleston, South Carolina. Similar to Alyssa, I did start my journey off in customer support. I'm a bit older, though. So this year will be my tenth year working here at Blackbaud. Started off in k 12 support and eventually decided, hey. It's time for me to switch things up and come into the training world. Most of my background has been in the education world. Outside of work, I do enjoy weight lifting. I love SPAN classes. You may see that mentioned a few times in our presentation. I'm also a big fan of reading. I have a lot of different books. I wanna have a lot of books to get to reading as well. I'm also a huge fan of Nintendo. So anything with Mario, Luigi, that's my guys. I love the whole world. So always a good time to explore what's going on in the Mushroom Kingdom. Before we get into our content for today, we're gonna go through a little bit of housekeeping. First things first, that IO is coming through your speakers. Second, if anything is wrong or anything seems off, just go ahead and refresh that page. That will resolve most issues. Really common question. Will this be recorded? Absolutely. You will get a recording with all this great information. With the docs tab in the upper portion of the screen, that does have a few helpful links. That's going to include our FAQ as well as some suggested classes as well. We spent a good bit of time on that FAQ, really coming through our PowerPoint, making sure you have all the different links and resources you'll find beneficial. And we have quite a bit of people behind the scenes working on that q and a session. So if you have any questions or you're not sure about something, please put it out there in that q and a tab. However, there is a lot of you and a small MyU team behind the scenes. So we're trying to get to as many questions as possible. But, you know, if you think of stuff, toss it out there in that q and a session or section of the screen there. Most importantly, this is a webinar. You may recognize me or Alyssa from training. It's a bit of a different world we're doing our webinars. This is more of an overview situation. We won't really be able to dive into really complex questions or troubleshooting questions. We wanna definitely save those troubleshooting questions for customer support. Most importantly, we wanna see you over in Blackbaud Campus. If you are wanting to have a deeper understanding of the product, you're wanting to have access to a sample environment, you're wanting to see myself or Alyssa on the screen and give you some jokes during our classes, come see us in BDU. We definitely have a lot of different class offerings, and I really hope to see you there. I really need that. And, also, most importantly, thanks for being here this morning or this afternoon depending on where you're at in the world. We are so excited to have you here. With that being said, here is our agenda for today. We got a lot of different stuff we wanna cover. Now if you missed our first webinar, no judgment, we'll drop a chat in the to the chat there, a link to it so you can check it out. It was an amazing webinar. It was also me and Alyssa. It was a really good one if I say so myself. For today, though, we are really focusing on those advanced components. Unit one here, we're gonna definitely dive into terminology. Hopefully, it feels like a refresher, but a good majority of the class is focusing on that advanced concept. Don't let that scare you, though. We are here to support you in Blackbaud University with training classes when you're ready for them. Now in order for us to get into a list of portion, which is going to be, you know, three, let's refresh our memory. First up, when we're working in query, we are gonna have some terminology we'll come across. We're gonna have query type that will tell the system what type of records are we grouping together. Are we focusing on constituent records, gift records, action records? We're gonna also have format. This what the system know should it update every single time or stay the same. If we're using that dynamic format, it's gonna update and look for new records that meets that criteria. If it's static, though, it would not update automatically. It will have the same records. We'll talk more about that later on this session. Now once we're actually in that query builder, we are gonna see a couple of different tabs. We are gonna have that criteria tab so we can control what makes the record special, what are we focusing on. This could be one line of criteria, two lines of criteria, or more depending on your preference. When I teach my training classes, I make the joke, I think of query as club query. You wanna get into club query. To get into club query, you have to have the right criteria. You don't have the right criteria. You're not partying in club query today. And we're gonna also have our output tab. This gives us a chance to see more information about those records. It's optional, but great for spot checking our work. We're gonna also have our sort tab. We can sort this in ascending or descending order depending on our preference. And, of course, the results tab, seeing what records met our criteria. Now definitely as you are working in query, whether you're new or you're familiar with query, you wanna go into this with a game plan. If you don't have a game plan, you may get a little frustrated with working in query, but we don't wanna have that happen. So make sure you're identifying what information the records share in common. Also, make sure you're aware of how your organization tracks that information too. Now definitely one good thing you could do to help yourself out is take to take the time to actually brainstorm out what you need. What is my query type? What is my query format? What does make this record special? And in today's session, unlike our last session, we're talking about the advanced stuff. So I know a lot of you folks might have been in our last webinar and want to talk about those, and guess what? We're doing that today. So when you are on your own, take that chance to brainstorm, think about what you need, and it's totally okay if the brainstorm changes as you start to build the query. Now as a reminder, this is an overview. This is not training. I wanna see you over in Blackbaud Campus, though. So we definitely have our previous webinar. I'll share a link to that later. We have a wonderful detailed FAQ. We spent a lot of time on that. I hope you love it. You also, of course, have knowledge base to look for common scenarios or common troubleshooting steps. And most importantly, we do have a fundamental query class. So if you need a refresher or you're new to query in the web view, again, come see us in Blackbaud Campus. We are waiting for you. We are so excited to have you in those classes. You can ask those questions. We have a sample environment. And I think we're a pretty good group of people as well. We're pretty cool if I say so myself. With that being said, though, I wanna make sure I set up Alyssa for success so she's happy with me. And I want to introduce some of those advanced components we're gonna see in that demonstration. Let's dive in. First up, we are going to have something referred to as combining operators. If my query is going to have more than one line of criteria, I need to tell the system how will it be combined together. If we are focusing on the end side of things, that's where we're going to be exclusive. You have to have everything I'm looking for. For example, if I wanna find volunteers that live in South Carolina, both things must be true. You have to have that volunteer constituent code, and you have to also live in South Carolina. Now we take that same scenario and apply it to or, or is more. You can live in South Carolina and be included. You can be a volunteer and be included. You could be a volunteer that lives in South Carolina and still be included. If you take our training classes, you will hear or is more from some of our instructors as well. Next, it will be our parentheses. Now thinking back to our grade school days, remember PEMDAS, like, please excuse my dear aunt Sally? Similar concept. It gives us a way to get our information group together on that criteria tab. It's almost like saying query, this is really important. Focus on this. It also makes a lot easier to read your criteria because we are using those parentheses. Anytime we're using two different combining operators and or or we might have multiple lines of criteria, we definitely want to make sure we're including those parentheses to keep everything nice and tidy. Alyssa will be showing this off in a future demonstration. And, of course, we talk about this in more detail in our training class. I hope to see you there. Speaking of Alyssa, apparently, she has plans today to include me in her demonstration. It was a running joke before the webinar, but it looks like it's official. So when we have a record that's special, that's unique, that's very handsome like myself, you might not have a way to include them with the other records. Maybe it's a newer record. Maybe they don't have all the same special criteria like the others. When that happens, just use specific record. This gives you a way to quickly filter on that record by its name. So there's no need for you to try to fight and figure out how to make this record work with the other criteria. No. It has its own unique field you can use. Just go ahead and pull out specific record and make it work. Even better, if you wanted to do, like, one of, you can use that too for that field as well. So you might wanna filter just on myself in a future activity, but we'll see what Alyssa has planned later on. I do hope it's a nice activity and it shows me the positive light. We'll find out. Now you may have multiple queries. Maybe you have one course that's super complex. You have another query that's just as complex. Maybe you have two queries that are not as complex, but you wanna make those two queries become one. Sure. You could fight with the criteria to make it work, but you don't have to. Simply go ahead and merge those queries. With that merge free functionality, we're merging together two existing queries. If you look at the bottom of the screen there, we also have various merge operators. So we might see that in our demonstration for today, potentially hint hint. But I do know for sure in our training classes, we dive into the different operators, so I hope to see you there. Maybe. I hope to. Last but not least will be our summary fields. This gives you a way to get a grand total or a cumulative number. For example, I don't wanna focus on each gift individually. Of course, there is strength in numbers. Let's get it together. Let's get that grand total. I might want to see the total number of gifts, the total amount of gifts. On top of that, though, I wanna control what goes into that calculation. Right? I may wanna see the total number of gifts based on the gift type. I may wanna see the total amount of gifts based upon the gift date and the gift type. We're using a summary field. You will have a filter section that puts the power in your mouse clicks. So you are deciding on what information are we focusing on for that grand total. Now, again, this will be shown off in our demonstrations and our upcoming, examples by Alyssa. And as I already hinted, we are definitely showing this off in our training classes too. So whether you are taking that fundamental query class with us or the advanced query class, it will give an opportunity to really practice and understand these concepts. Speaking of query class, I did teach query last couple of weeks here. So if you were in my class the last two weeks and you joined today, thank you for coming. I appreciate it. But, overall, thank everyone for coming this morning or afternoon to join our session. Because I know we are all super excited about query, and we're super excited to see Alisa get into her demonstration. I'm even more excited and a little anxious too to see how she's gonna use me in that scenario. I see you're laughing. I'm worried. Seriously, I'm worried. What are you gonna do? Well, you know, I always paint you in a great light, Andre. So without further ado, should we get to it? Yeah. Let's get into it. I'll pass it over to you. Alright. Well, thank you for setting the stage there. Again, great reminders of those basic query concepts and then a few of those advanced ones that we're about to see. So to help set the stage for my query demonstration, I'd like to tell you a little story. Our organization has had an incredible year, all thanks to our phenomenal donors across South Carolina, North Carolina, and Georgia, specifically. So we are celebrating in true southern style with a giving and grilling event. Sounds delicious. So this celebration is our way of honoring anyone who's generously given $10,000 or more over time. Also, anyone who's donated this year and those who simply cannot resist a great recipe. So this was, at the request of our CEO. And here's the twist, Andre. You are going to be the surprise guest chef. Andre is a new friend of our CEO discovered during the spin class, and Andre is an aspiring supporter and culinary talent who might just be that secret ingredient that we need for spicing up our future events. Can't wait to see what you're going to cook us up. So before we jump right into attempting to create the scenario or I'm sorry. Create our query, I like to simplify that scenario. So that was our story, but let's break it down a little bit further here. This is going to help me decide which things must apply or may apply when I build out that query. We know that our guest list will include donors who live in South Carolina, North Carolina, or Georgia. That is a must. But we don't want to invite everyone who lives in those three states. We have a few additional stipulations. They must have given $10,000 or more over time or made any size donation to our organization this year or have an interest in cooking. So as long as they meet one of those criteria and live in one of those states, they will be invited. And, of course, we have to make sure that we add in chef Andre to our list. Now that we've simplified the story, I wanna switch gears and start planning that query. And because we are building a guest list now I say list because, again, we're just thinking of this truly as a guest list, but we are sticking in the query area. But that tells me that this query type will be a constituent type because we're looking for specific constituents. And we're still in the early stages of planning, so I wanna keep this updating. This will be a dynamic query. Now when I typically go to build out a query, I will also lay out what I like to think of like a blueprint. And I'm not going to go through every single thing here on my slide, but I do truly like to build kind of a table like this. And this is where I translate what I'm looking for into what I call query language. So if I wanna find donors in these specific states, I have to translate that into how query would understand my request using that field, operator, value, formula. So as one example here, that would be my criteria. Preferred state would be one of those three states, and then I like to think of that advanced component. In this case, we'd just be using a combining operator. But some other advanced components I may want to start to consider as I'm building my query. Am I going to be using those parentheses? Will I be using any summary fields? And these are the things that we are about to see right now. So I'm going to switch gears and take you on over to query so I can actually start building this out. And I'm still here with you just sharing my screen. I'm still here too, Alisa. Just mute it. I turned off my camera because sometimes that bandwidth can make things a little choppy. So now that we can see our query page, I am going to just start off with a brand new query. Now if you need a reminder of all these wonderful areas, again, we've got that webinar we did last month, and we also have our training. But we're jumping right in and starting off with the one we planned. It is constituent dynamic. And for the sake of time, I have already favorited some of the fields that I will be using today. But remember, we've got all of our categories on the left, and if you can't find a field you're looking for, then there is always that search function. And when I build out my queries, I personally like to do it in phases where I just worry about getting all the lines of criteria onto my criteria page, and then I'll go back through and start changing any of those combining operators and maybe deciding where parentheses may need to be. So my first phase right now is I'm just gonna get those criteria lines out starting with the preferred state. Our preferred state, we have more than one, so our operator is going to be that one of option. And I love this in the web view that you can just start typing out those values and click enter, and it'll go a lot faster. And now that I have those, we'll click okay. We've got our first line already done. The second one had to do with the total amount of gifts. That's our total amount of gift fields, which is found under that summary information. Now I am gonna get this type of a pop up, and I like to point this out here. This is really just asking us if we want to apply that previous criteria to the summary criteria that I'm working on right now. So this would be asking if I want to apply the preferred address criteria to this total amount of gift criteria, and that's not really helpful in this situation. So I'm going to choose no. And another personal preference here, I welcome to disagree with me, but I generally choose no to that pop up no matter what because I like to have a little bit more control. I don't know. That's just how it is with me. So if I need to do any filtering, I want to do that myself manually. I prefer not to have query automatically do that for me, and that's what this filter tab will be for. We'll take a peek at that in a second. So our operator in this case, I'm looking for anyone who has given at least $10,000 over time. Don't have a specific time frame. I don't have a specific fund that that money must have come from when we're looking to summarize. But if I did, I could filter on it. And in this case, and we also have this added in our FAQ document, so be sure to check that out. There are certain gift types that are included in summaries by default. So if I need to be more specific, I can do that on this filter tab. And in this case, I do because I don't want to summarize all gift types. I'm just looking for let's do a few. Anything if it was a one time gift, maybe a pledge payment, matching gift pledge payment, or a reoccurring gift payment. So that $10,000 or more must have come from these four types or one of those four types, I should say. So that's my additional filter on this summary criteria. We'll click okay, and it will show the beginning part here. If I need a reminder of what I filtered on, we can always expand it just to double check. Alright. That next line we wanna work on is finding any gift from this calendar year. So that'll be our gift date field. And in this case, I could do equals I'm gonna choose this calendar here. I could also do the between operator and pick specific date ranges, but I like to keep the dynamic option of this calendar here. Next one we're looking for is anyone with an interest in cooking. Now in our sample organization, we have that recorded as a specific custom field. And that specific custom field is our interest. So that interest description, in this case, must equal cooking. And then the last thing is we do need to make sure Andre gets added, of course, and that is the specific record. And I'm going to start typing out Andre's name, and he will appear here. Oh, look at that. He even lives on spin lane. I told you he really loves the spin class. So now that I've added in those lines of criteria, remember, anytime we add those additional ones, it will, by default, use the and operator to combine those lines. But that is not necessarily what we want because in that case, we are being very specific. So some of these do need to get changed. Now I know the preferred state must be those three, But my total amount of gifts, my gift date, the constituent one, these are the ones that may apply. And so those are the ones I wanna change to for. And we just click our ellipses and simply change to or. Now if I make a mistake, that's okay. Easy to fix. I am going to group those same three lines together. This is where sometimes once I put my parenthesis, I may decide, oh, maybe I messed up. I need to switch one of those operators back. Now we have these grouped together and Blackbaud will do what is in the parenthesis first regardless of where they are. This is another personal preference of mine. I like to have my parenthesis lines at the top. I know I don't have to do that, but for me, it makes more sense when I'm reading through my criteria that I read it in the way that razor's edge will do it. So for that, I am just going to click and drag my preferred state down towards the bottom here, and this is how it would read. I'm looking for anyone that's given at least $10,000 overall, or they've given a gift this calendar year, or they have an interest in cooking. And then from that group, I'm saying, and they have to live in one of those states. And then this one I need to change because we know Andre is not automatically going to be in here. And so I'm going to say, or they are Andre. And so this will be my criteria. Now, again, for time's sake, kinda like when we watch a cooking show, I've already got this one built out for us, and we'll take a peek at the results in a moment. But because this criteria is getting a little complex, I do want to add some outputs just to do that spot checking. The first thing I would like to see is definitely going to be the names of these constituents. I would also like to see their preferred states. We can verify that I've got the right ones and that total amount of gifts that they've given, just to double check. Now I will still get this pop up even though I'm not in my criteria area. This is we're adding it as an output. From here, I don't need to readjust my criteria of this summary field, so I'm just going to click okay. Another thing you can do also is rename the header. So if I don't want this one to say preferred state on my output, I can click my ellipses and edit that column heading. Maybe we want this one to say residing state. And then we can also see how it will be sorted. I like to have it sorted, in this case, by our preferred state or it will say residing state. And then after that, the secondary sort, I'd like to see the total amount of gifts. And I'll show you why I like to do it this way. Same pop up. I'll just click okay. But instead of ascending, I'm gonna click to change it to descending really easily. You've also got your ellipses if you want to switch it that way. And just going ahead and thinking there may be some duplicates that appear, which Andre is gonna touch on in a little bit. I'm gonna head to my options tab and just go ahead and say, let's suppress any duplicate rows that may appear. Now from this point, we're gonna check our results and I have already done this for us. It's ready to go. Here's what our results are going to look like. And because I have it sorted by residing state, notice there's that rename, I can now see everyone in South Carolina, and I did that secondary sort by the total amount of gifts. So easy to see here. It looks like John Chris is our top donor in South Carolina for this specific criteria. If I keep scrolling, then we'll get to our North Carolina section, and I can see oh, looks like we've got Ryan. He's gonna be our top donor in this query for North Carolina and then Georgia. Now remember, here's Andre. Hasn't donated yet, but that's okay. We're hoping he's going to after this event. He's our special guest. Hey, Alyssa. Hey. Speaking of Andre, I just got a text message from my new bestie, the CEO. He actually has another group of people he wants to invite as well. Could you add them ASAP for him, please? Thank you. Sure. And I also saw there was a trending question about that specific record. So I wanna touch on this one too. Again, remember, if we are not able to find a field, you do have that search option up in that criteria. But specific record, that one is going to be under our constituent information area. And all of these are alphabetized within the category. So if I scroll down from our constituent information, we do see specific record located there. But remember, we can always search specific record or any other field name if we can't find it. So I hope that helps everyone. Alright. Let's go ahead and do that merge. I don't wanna mess with that query. That one's a good one. I've got it saved. But as Andre said, CEO wants us to add in those active volunteers and our active board members. Even if they don't live in those three states, that's okay. We're gonna go ahead and invite them anyway. Hopefully, they can make it for this event. So we'll do a merge query. And as Andre said, we have different merge operators. We've included some information on this in our FAQ document, and you can always click that little I here to get some information right at your fingertips. It'll pop out in that help panel. But my first one that I'm going to merge is going to be the one that I've already created and saved. That's our giving and grilling list, our query. Sorry. I don't mean to call it a list. And then the other one we have is our active volunteers and board members. And since I want this to be I want more people coming, I'm gonna change my merge operator to or because, yes, or gets me more. And we will click okay to get that merge started. Now remember, with merge queries, we do not have a criteria tab. There is no way to adjust that criteria. If I need to, I just go back to one of those original queries. So we do have to have queries that already exist in the system to merge. If I needed to, I can add in some sort options or, any other outputs to see my merge. But in my case, I am just gonna keep it as is, and we would go to view our results of our merge, ends up with a 119 people. Now this is really cool. I like I've got my list of constituents I'll be inviting. But speaking of lists, if I save this query as a static query, I can pull it into our list function here in the web view, and I can view where all of these constituents are on a map. If you're like me, I'm a very visual person, so that's what I want to do. I'm gonna come on over, already on another tab here, to our constituent list, which is under constituent area, and I'm going to start with a static query. And that is the one I've already made it again. I've done some of this work on the back end to speed things along. This is the final one. This was the merge. This has everybody in it, and I'm going to see them all listed out here with some really helpful information. But my favorite feature and the one that why I'm here is going to be that map tool. We can click the little waypoint and different versions of maps you can, you know, change between. I think the road map honestly looks the best in this view, and I'm going to zoom out so we can see where everybody's coming from. And all of those dots represent those constituents. Ah, so we do have some of those volunteers and board members coming from other parts, not just in South Carolina, North Carolina, and Georgia. And remember, we can even click on those dots to see who that constituent is. We can click on their name, and that's gonna open up the constituent record over here for me to see at a glance if I need to view anything about the specific constituents without leaving this area. So a lot of great things that we can do with our queries. This is just one thing that we can do, plugging it into a list. But I know Andre has some other great features we'll be talking about in a moment. Alright. I'm gonna switch things back over to our slides here for everyone. Here we go. Melissa. Thanks so much. You're welcome. That's really good. I love that example. I know. I thought you would. So I just want to remind everyone that this again, our webinar is not over. We've got some other great features Andre is gonna talk about. And, but in case you missed this message that Andre mentioned in the beginning, today's session is a webinar. We've got a very large audience, but it is recorded. If you're interested, though, in our product training, please come take a class with us where the class sizes are much smaller. You're gonna have a live instructor like Andre or myself, and you're able to ask questions. You get a sample environment to play around in. A lot of our classes, you can earn those CFRE and CPE credits, and you get to, talk with some different peers. So make sure to check the docs tab. That's gonna take you to we've got Blackbaud University links there and our FAQ docs. Okay, Andre. That's enough of me. I'm gonna turn it back over to you now. Thank you so much. That was a wonderful demonstration. I was dropping some magic in the chat there. I'm not sure you saw that. I was, like, cheering you on from the sideline there with our favorite show. Let's look at some other areas. Some of this stuff will be a refresher from that amazing demonstration from Alyssa. We also threw some extra gems. Spoiler alert, during our first webinar, there was a huge amount of questions about exporting. There's questions about duplicates. This is in this section towards the end. Let me go ahead and hop in so I can get there. As you saw from the demonstration with Alyssa, the CEO gave a phone call. There was no need for Alyssa to try to modify her existing query. Just go ahead and merge them together. Merge two existing queries together to get one. And then just as a reminder, there are different merge operators. We talk more about them in our class. That's also linked in that docs area. Hope to see you there. We also saw listed a wonderful job with those parentheses. In case you missed the where to click, they're tucked behind that context menu. Just really, again, a great way to get things organized for our complex queries that are involving multiple lines of criteria as well as using different operators and or. And for my folks who love those advanced options in the database view, don't worry. They're here. They're right in front of your face now. You can't miss them. I'm in database view that were kinda tucked away. They're playing hide and seek. And web view, no no hiding. They're right there for you. Now in our last webinar, we gave a little sneak peek of the advanced options. In this webinar, we get to dive into it. So first up, we are going to have that select from query. It's almost like a way to search within the query itself, so a query within the query. If you have not seen this in action, don't worry. This is mentioned as part of our FAQ document, so check out that resource there. We also will have suppressed duplicates. Now a lot of times when classes will hear, I get duplicate rows, everything's duplicating, this is duplicated. This only works in true duplicate situations. If you have chosen to include fields on the output tab that can get multiple responses, We call those once in many fields. Think phone type or gift type. I'm gonna probably have different gifts, different gift dates for different funds, different appeals, different campaigns, different packages. So when that field has multiple responses, we are gonna see those rows, multiply on the query. But they're not true duplicates because each row is a little bit different. And because we saw there was a huge demand in our last webinar, I I got us covered. I got some slides for us there too. Now one of the cool things I found that people don't either know about or haven't seen before are those output limits. Whether it's going to be random sampling, using limit to top row based upon the percent, or based upon the number. But no matter what you pick here, it's going to be important to make sure that query is set to that static format. We can only use that if it's set to a static format. So what this does is gives me a chance to say, okay. I have this records group together. I wanna focus on the top 10% or the top 10 rows. Or maybe I want query to randomly select 10 records. I said 10, but it could be 15. It could be 25. It depends on your preference there. This can just be a really useful way to do some AB testing with your appeals, focus on your top donors, or the opposite. Right? Let's identify our donors who need a little more motivation to support our organization. But what this does is gives us a way to kinda put a little sticky note or put a little star on them and say, wait. Freeze right there. You're special. Don't go anywhere. And we're gonna talk more. It's coming up later on as well. And so when we are oh, looks like my oh, one second there. It looks like my PowerPoint got really excited and hopped around a little bit there. So even though we are able to apply those output limits AKA identifying which records are super special, we wanna have tag with a special star in our query, the results tab will still show everybody. It was gonna show everybody no matter who it is. If I put top 15% or top 15 rows or randomly pick 15, it's gonna still show everybody on the results tab. In order to see those lucky records that are being selected from our limits, we have to take that query somewhere else. Now we know queries are powerful grouping tool. If we're working in the database view, go ahead and filter that query in the export module. Keyword there being module, not export button inquiry. Those are two different things. If you're scratching your head, I have slides for that too. Or the mails module or the reports module in database view. If we're talking web view, we could definitely pop that query into a list, or we can also pop into reports as well because, lucky us, reports will start to migrate their way or make their way into the web view over time. So I do wanna dive more into this because I have learned that people aren't as aware of this area. Now in this example, I have a little static query. I have it set for my, preferred number there. I also have it set for limit to top rows. Even though I may have a grand total of 62 records in this query, I'm telling query, of the 62, I want you to focus on that top 15. In other words, I'm saying, hey. Don't go anywhere. You're special. I wanna keep you close by. Well, because the static query, of course, does not update automatically, and because I have an output limit, you'll see in that bottom right hand corner, it is tagging those 15 rec records with something called static keys. If you have not heard of that before, that's in our FAQ too. Now if we want to look at what lucky records are being selected based upon our output limits, We are filtering that query in the export module, which is not the same thing as the export button that we see in query. Two different things there. Or if we're looking at that mail module and we're focusing on certain appeals, we want to have that randomized, we are gonna pop that query into that mail area. Because, again, it's static keys. It's tagged those records. They have a special star on their record. Not literally, but just imagine a special star on their record. So So those are the ones we're focusing on. Not all 62, just the whoever number I plugged in, which was 15. And another scenario here, you can see in each of my different screenshots, I'm using that same query. We all saw we had 62 total records, but it's only focusing on the number that I have for my output limit. So even if I'm working in the web view, I can look at that from that list. I can take a look at this in the report. It is respecting my output limits. The most important thing, though, to remember is it has to be that static format. If you are newer to that or, you know, refresher for that, we have you covered. We made sure to find lots of useful links regarding that topic. If you're not as familiar with export, I do have a couple of slides for that too. We'll get get there in a moment. But, overall, using the output limits thanks, Lewis. I see you. Using output limits, are a great way to, again, just give you a little more flexibility and creativity when it comes to working with your appeals. And as you saw, I didn't just focus on the mail. I can go to the export module. I can go to reports. So for example let me slide back for a second. With those 15 records, I wanna figure out what is their donor category. Donor category is one of those reports we have in the web view. Hey. I can pop that query into that report and figure out what is their assigned donor category. That's really cool. But that feels super useful functionality. I hope you've been begin to explore that over time as well. Back to the rest of the stuff, though. Gift processing. A popular question in my class this week, where can I go to manage that soft credit, or how can I choose how they handle that matching gift credit? It's right there on the gift processing. We got you right there. Can't miss that one. And then, of course, there's an advanced processing. So if you do have, want to control how it handle if you have a lot of different attributes and code table fields, just some options there for us too. We can also find that in our documentation or in the within the product itself with that question mark icon if you're not familiar with that area. But now what you really wanna talk about, query and duplicates. So when we are working in query, we say in all our classes, whether it's fundamental or advanced, query is a grouping tool. It is not a reporting tool. In this example, we have a nice little query made by me. It's super simple. We see their names listed one time. Name is a one to one field. If I ask queries to give me that person's name, it could only pull one thing for me. Where things gets interesting, though, is where you start to add in more fields on your output tab. Now, of course, this is not a bad thing. It's optional, but it's a great way to spot check your records. When people see this and say, hey. That name's there multiple times. I did something wrong. You didn't. It's pulling information as it should. So when I'm telling query pull in this output information, it's gonna say, wait, Andre. Here's a constituent query. Wait, Andre. Here's constituent query. I mean, the constituent query. Here's constituent code. Here's constituent code. I found another and another and another. Every time it finds something different, it's another or a separate line. So we wanna make sure that when we are looking at query, remember, it is a grouping tool. Now if you take a closer look at Robert's record, we'll see here he does have four constituent codes on his record. Since it found four codes, this is why we see he has four separate lines in that query. We definitely talk more about one to one fields and one to many fields in our query classes. So I hope to see you there. Now you may be saying to yourself, oh, wait, Andre. I saw that David gave some good information there in chat about the export module. Can you talk about that too? Well, me, David, are mind readers. I got that covered as well. You have a slide for that too. So when we're talking about the export module, this is something still in the database view as David mentioned there too. Keep an eye out on those updates and the product update briefings for more details. As of now, this is still in database view, though. This is not the same thing as the export button that we see in query. Two different things. The export module is where I can also come to pop into the filter that query from earlier. So now suddenly you have to see four separate rows. I wanna have the power. I wanna tell the system what I wanna see. I can go through and choose my preferred fields, and I can also tell the system or filter on my preferred types and tell it how many I want to see as well. In my example, the most amount of constituent codes someone had was four. If I want to do up to 10 or 15 or something different, I can definitely do so. But in my example, the max number of codes was four. Well, I didn't wanna filter this time. I just wanna see all four codes on their record. But there may be other situations where you're looking at the different fields where you might want to filter by types for things like phone types, address types, for example. But with a little magic, my next screenshot here, you can see in this preview that it's all grouped together. We have one row per each record. All four of his codes are grouped together. If you're saying, wait, Andre, I only see three, that first column is also a code as well. So in this instance, his four codes were board member, volunteer, alum, and major donor. So if you are not familiar with the export module, I highly recommend come see us in training. Not only do we have a fundamental class that dives into export, we also have an advanced class that also dives into export. Now most importantly, I know sometimes in our classes, people may say, well, when should I use this? When should I use that? Remember, query is a powerful grouping tool. So it's not always query versus list or list versus query. Sometimes it can be query and list working together as best friends. As you saw from earlier, we could definitely convert a static query into a web view list, or you can also save your list as a static query. That does keep some flexibility there. And our last webinar, really popular question. If I add a query in the web view, will it show in the database view and vice versa? Yes. So we can work in both views if we need to, but I do strongly encourage you, get into that web view, come take our classes so you can start to play around and get comfortable with that area. I hope to see you there. With that being said, though, hopefully, appreciated that, and let's pass it on over to AC. Take us all home, AC. You did awesome. Thank you, Andre. I got you so much. For clarifying there, again, we we took a lot of time because we knew there is often a lot of confusion with that export button, the export module. So, again, David has put some information in there in the chat for everyone. Take a peek at that. But, also, in that FAQ document that we created, we've got a section there right towards the top because we know that was a hot topic. So be sure to check out the information. Sign up for those pubs so you can see the new features, what's coming down the line. Really, really good stuff. But to wrap things up with us today, I want to mention some of those training options. So if you haven't already, again, be sure to check out Blackbaud University. I know it is hard to carve out some of that time for training, but investing in that time upfront can really save you so much time in the long run. And our goal at Blackbaud University is to help you learn fast and work smart. So be sure to sign up for a class. You're gonna find other tips and tricks you may have not found on your own, different shortcuts, best practices. We really just wanna get you in the software and feeling comfortable. And I also want to mention here, don't forget about Blackbaud University Day. Not sure who's coming out to BBCon, but, hopefully, a lot of you don't forget to sign up for the preconference. That's BBU day. I will be there. Andre will be there. Excited to see some people in person. So our BBU day is going to be October 5. You don't wanna miss it. Come take some training in person. You get to see all of us and network. Really, really hope to see you there. As we've said many times today, we've got our query and web view class that is now our fundamentals query class. Be sure to sign up. Once you're feeling more confident with that foundation of query, be sure to take the advanced query in web view. Similar topic of what we talked about today, but, again, our courses are going to be a smaller much smaller size, capped around twenty, thirty people, and we'll be able to interact with each other live in a sample environment. And piggybacking off what Alyssa just said, I also talked through to chat there, our class link for reporting and extraction. If you are not as familiar with the export and you're like, wow, Andre, that was a great overview. I wanna learn more. I got you covered. I have a link for that too. So definitely check out that class. If you're ready for some more advanced stuff, just be sure to search the keyword, advanced export in our training portal, Blackbaud University or Blackbaud Campus, so you can come check us out. Whoo. I don't know about you, Alissa. I just wanna show you. That was a good point there. Right at the top of the Blackbaud University, that's where you can search for different keywords, topics. You don't have to know the exact name of the class. So give it a shot. Yes. You get a class. You get a class. You get a class. We all get classes. So hope you enjoyed this webinar. We love having y'all for today. It was really helpful to have that previous one before. It helped inspires the content and the questions in this one as well. I hope to see see you in some training classes. I hope to see you at Blackbaud U Day, and I hope you folks have a great rest of the your day. Oh, and to I saw also if you're looking for Blackbaud U Day, easy way to find that information is also at the top of our Blackbaud U campus page. So where you go to sign up for classes, there is a section right up there where you can click to learn more and register. And I threw it into chat as well with some helpful links. One for the template you can modify and the link to check out our offerings. Let's wrap this up, Alyssa. Time's winding down. You guys have a great one. Thanks so much for joining. You are a great audience. Bye. Have a good one. Happy querying. Woo hoo.