Blackbaud CRM Query and Export Guide
Query and Export Guide 03/23/2016 Blackbaud CRM 4.0 Query and Export US ©2016 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. QueryExport-2016 Contents Getting Started with Query 4 Query: A Guided Tour 4 Common Query Fields 20 Common Query Filters 22 Query 25 Information Library 27 Ad-Hoc Queries 27 Smart Queries 58 Selections 71 Copy an Existing Query 74 Export Queries 74 Browse Query Results 75 View Query Results 75 Organize Queries 75 Open Data Protocol (OData) 79 Export 82 Exports 82 Export Definitions 86 Export Process Status Page 100 Import Selections 106 Import Selections 106 Import Selection Process Status Page 110 chapter 1 Getting Started with Query Query: A Guided Tour 4 Common Query Fields 20 Constituent Query Fields 20 Revenue Query Fields 21 Registrant Query Fields 22 Common Query Filters 22 Constituent Query Filters 22 Revenue Query Filters 23 Registrant Query Filters 23 Query is a powerful tool you can use to help filter and group records.
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