TAKING QUERY TO THE NEXT LEVEL THE TEN QUERIES YOU MUST HAVE

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Caren Daniels
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2 TAKING QUERY TO THE NEXT LEVEL THE TEN QUERIES YOU MUST HAVE Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #2

3 Agenda What is Query for? Query Considerations Operators Hierarchy Parenthesis Top Ten Queries Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #3

4 What is Query For? Basis of many other RE steps Export, Globals, etc Analysis Check ups Cleaning To help you do something else entirely! Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #4

5 Query Considerations Type What type of record are you querying on? Format Static or Dynamic? Output What, if any, information do you want to see? Sort If you have output, do you want it sorted? Saving Will the query be used elsewhere; by others? Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #5

Blank, Not Blank, Sounds Like Merge Operators And, Or, Sub, Xor

6 Operators Basic Equals, Does not Equal, One of, Not one of Next Level Less Than, More Than, Between Complex Contains, Like, Blank, Not Blank, Sounds Like Merge Operators And, Or, Sub, Xor Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #6

very different to: Lives in London And has a Direct Debit Or Lives in

7 Hierarchy AND OR Be very careful of the order of the criteria that you select Lives in London OR Lives in Manchester AND has a Direct Debit Is very different to: Lives in London And has a Direct Debit Or Lives in Manchester Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #7

of parenthesis 2 x (4 + 6) is not the same as (2 x 4) + 6 TIP: If you have RODBA then you can access the SQL view of

8 Parenthesis Allow you to use subsets of criteria Need to be using at least three sets of criteria to apply Only needed if using both AND and OR Can only open & close a single set on each line Again be very careful with placement of parenthesis 2 x (4 + 6) is not the same as (2 x 4) + 6 TIP: If you have RODBA then you can access the SQL view of Query by clicking on View and Clicking on SQL view. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #8

9 Query Options Accessed from Tools Select to base your Query on the results of another Choose to begin to suppress duplicates Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #9

10 Top Ten Queries Don t Upset Your Supporters: Always consider the quality of your data! Data Quality/ Housekeeping 1. Weekly Check address data and new records» PostCode Is Blank / Prim Addr or Prim Sal is Blank / Org Record with No Contact / Ensure Countries set correctly 2. Monthly Check internal processes working correctly» Gifts = Not Acknowledged / All necessary (not required) fields completed / Deceased records updated correctly 3. Quarterly More in-depth assessments of data» Attributes with Category but no Description / Cons Codes Blank 4. Annually Project sized tasks» Check for multiple addresses / PostCode to County Verification Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #10

11 Top Ten Queries cont Free Money Well just for the price of a stamp! 5. Gifts without a Declaration Individual Dynamic Query Constituent Pays Tax = Unknown AND Total No Of Gifts (Cash / Pay-Cash) > 0 (Optional extra so as not to ask too often) AND Gift Date = This Month (or whenever you last ran the procedure) Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #11

12 Top Ten Queries cont Monitor Activity How are we doing? 6. Gift Levels this month to compare with Gift Levels last month and against this month last year Gift Dynamic Query Gift Date Equals This Month (or any other specified period) How many are we losing Attrition 7. Lapsed Cash Donors Constituent Dynamic Query Last Gift Date = Last Financial Year 8. Lapsed Event Participants Merge Constituent Dynamic Query (Event Participation with Event Start Date Prior to This year) SUB Constituent Dynamic Query (Event Participation with Event Start Date This Year) Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #12

13 Top Ten Queries cont Useful Building Blocks 9. General Suppression Constituent Dynamic Query Deceased = Yes OR NVA = Yes OR Is Inactive = Yes OR SOL CODES = <Your Orgs Contact Blocks Here> OR CONS CODES = <High Value / Celeb Contacts Here> 10. Everybody active (Alumni/ Members/ Donors/ Service Users/ etc) Constituent Dynamic Query Last Gift Equals This Year OR Last Action Date Equals This Year Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #13

14 Support User Guide on the BB Website Support Helpdesk - support@blackbaud.co.uk Support Phone Line Any Questions? Thank you for attending Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #14

New Features and Enhancements

chapter 1 New Features and Enhancements Constituent Records.................................................................. 2 Duplicate Constituent Management Tool.................................................