Running Queries

Queries can be accessed and run from many locations.

• Query Center: This area in the Queries app lists all queries in your system. There are tabs to group by Bookmarked Queries, All Queries, and System Queries. An additional Archived Queries tab is visible to Administrators.

• Query Builder: Located in the Queries app. Choose an existing query from the Load Query drop-down or build your own.

• System Apps > Queries: Most applications in the system have a designated "Queries" section. These areas are similar to the Query Center, but limit the options to queries with the data type of the selected app.

• Built-In Queries: Some queries are critical for system function and are built-in. For example, the Customers App > Organizations loads the "Organization Search" query. For these, enter desired criteria and click Search to run. Other built-in queries will automatically select criteria when running. For example, from an Event record, clicking the Actions menu and then List Registrants will run the "List of Active Event Registrants" query for that particular event.

• Snapshot Center: "Snapshotted" queries query data from one bookmarked moment in time, which, when working with large amounts of data, can run faster than queries that pull live results. Snapshots can be run from the Queries App > Snapshot Center by clicking View.

The video below describes areas from which a query can be run and how to run a query.