Smart queries are a simpler, easier alternative for some of the standard querying that users often need to accomplish. Access to smart queries is available upon completing Introduction to Querying, and doesn’t require the in-person, ad-hoc query training session. Examples of queries that can be accomplished with a smart query are pulling all active alumni from a particular school or degree, pulling all recognized donors for a specific time frame and giving area, or pulling all current members of a committee or group. A printable listing of available smart query definitions, along with descriptions and filters, can be found here
Smart Query Definitions
Table of Contents
- UNC Constituent gift recognition by designation and amount
- UNC Gift revenue payments by date and designation info
- UNC Designation list
- UNC Fundraising purposes with stewarded donors
- UNC Alumni by school, degree and location
- UNC Alumni by school, major, degree and location
- UNC Constituents by educational involvement
- UNC Current students by school, level, class, etc.
- UNC Interactions completed by date, site, owner, constituent
- Constituents by committee/group membership
- Event registrants by event and date
- UNC Unit Annual Downgrade Smart Query
- Smart query definition name: UNC Constituent gift recognition by designation and amount
Smart query definition description: Returns constituents with recognition by site, designation or department by date
- Smart query definition name: UNC Gift revenue payments by date and designation info
Smart query definition description: Returns revenue payment transactions at the application detail level that include constituent name and primary address information, not to be confused with recognition.
- Smart query definition name: UNC Designation list
Smart query definition description: Returns a list of designations by site, department, and accounting chart fields
- Smart query definition name: UNC Fundraising purposes with stewarded donors
Smart query definition description: Returns fundraising purposes with administrators and stewarded donors with no end date including purpose details, donor name and primary address
- Smart query definition name: UNC Alumni by school, degree and location
Smart query definition description: Returns living UNC alumni by school, degree, city, state, country and county; includes ex-mats and looks at primary address
- Smart query definition name: UNC Alumni by school, major, degree and location
Smart query definition description: Returns living UNC alumni by school, major, degree, city, state, country and county; includes ex-mats and looks at primary address
- Smart query definition name: UNC Constituents by educational involvement
Smart query definition description: Returns constituents by educational involvement, includes primary address
- Smart query definition name: UNC Current students by school, level, class, etc.
Smart query definition description: Returns current student constituents with education information and primary address
- Smart query definition name: UNC Interactions completed by date, site, owner, constituent
Smart query definition description: Returns completed interactions with status, comments, site, rating, employer, and primary contact info (does not include pending steps)
- Smart query definition name: Constituents by committee/group membership
Smart query definition description: Returns constituents by committee or group, includes primary address
- Smart query definition name: Event registrants by event and date
Smart query definition description: Returns events with registered constituents name, ID and balance
- Smart query definition name: UNC Unit Annual Downgrade Smart query
Smart query definition description: Returns donors that have gift recognition to a site, designation, or PS department for both the current and previous fiscal year, but level of support has decreased.
