In This Article:

    Creating a Form Type Query

    In This Article:

      1. From the main menu, choose Reports, Queries, and then Advanced Query Wizard

      2. The Query Wizard launches.

      3. Select the Create new query option at the top of the Query Wizard window.                          

      4. From the Query Type panel along the left side of the window, choose the Form query type. In the Purpose of this Query section, choose General and select the Next button.                   

      5. The Step 2 window of the Advanced Query Wizard opens.                                                                                 

      6. First you must select the form you would like to query on. Double click on Form Content at the bottom of the Available Fields list and the Filter Required box will appear. This states that you must select the Form on which you wish to query. Select OK.                                                         

      7. The Add Filter Criteria box will open. Choose the form you wish to query on and select the OK button located at the bottom of the box.                                                                                       

      8. To filter on form content data other than the keywords, right click on Form Content and select Filter.

      9. The Add Filter Criteria box will open. You must choose the “is like” operator to perform this function. 

      10. Enter the information you wish to filter on in the Value field in the following manner: *Name of Field??Value of field For example this value: “*Year Founded??2000” would return forms with the Field Name of “Year Founded” and an entry of 2000.

      11. To add a field to the query, select the next to the appropriate table name in the Available Fields list to expand the table and show all of the available fields.

      12. Double click on the desired field to add it to the query. The field name will then be listed in the Output Fields column.

      13. To sort by a particular field, right click on that field in the Available Fields list and choose Sort. That field is added to the Sort Fields section in the lower right corner of the screen.

      14. The only form data in the Available Fields panel that you can filter on are the 10 keywords you assigned when creating the form. To apply a filter to a particular field, right click on that field in the Available Fields list and choose Filter.

      15. The Filter Criteria dialog box opens. Select the drop down arrow and choose the desired Operator.

      16. Type the desired Value.

      17. Select OK from the Add Filter Criteria dialog box. The field is listed in the Filter Fields section in the top right corner of the wizard screen.

      18. Add any additional filters following steps 10-13.

      19. Multiple filters are, by default, connected by the AND operator. For example, Donor Address
        Primary? Equals “Yes”
        AND Donation Received Date is between “01/01/2006”, “08/13/2008”. This means that the data returned must meet both of the parameters. To change the filter so that the data returned matches either filter “A” OR filter “B”, select the appropriate filter item in the Filter Fields list and choose the Or button.                                                                                  

      NOTE: A good way to tell if the filter is going to return the data you expect is to read the filter statement to yourself to confirm that it makes sense before continuing.

      20. Once the fields, sort order, and filters have been properly set, choose the Next button. The data is  returned.

      NOTE: Select the Back button to go back one step in the Wizard if you make a mistake. 

      21. Select the Next button.

      22. Choose the desired output.         

      23. Select the Finish button.

      For more detailed information on creating a query, please refer to the Reports Section of the User Manual.

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