Running queries

You must have Authorization Level of at least 1 in:

■    Customers to access the Contact folder through the IQA link.

■    Events to access the Event folder through the IQA link.

■    Orders to access the Order folder through the IQA link.

■    Fundraising to access the Fundraising folder through the IQA link.

You must have a license for the Acquisition Management module to access the Prospect folder through the IQA link.

If you cannot access or run one of the predefined reports, ask your system administrator.

To run a predefined query from the Home page

1.  From Home, select IQA > Contacts or Prospects or Events or Orders or Fundraising.

2.  From the list of predefined queries, double-click the query that you want to run. You can also select the query and click Run.

3.  If you are prompted for additional filter criteria, enter the values and click Go.

The query results are displayed. If the query definition includes a special key alias in the Advanced Display tab, each row contains a link that will open the corresponding customer profile, order, or event registration in the corresponding iMIS module.

To run a predefined query from Customers

1.  From Customers, select IQA > Contacts or Prospects.

2.  From the list of predefined queries, click the query that you want to run.

3.  If you are prompted for additional filter criteria, enter the values and click Go.

To run a predefined query from Events or Orders

1.  From Events, select IQA.

2.  From the list of predefined queries, click the query that you want to run.

3.  If you are prompted for additional filter criteria, enter the values and click Go.

To run a predefined query from Fundraising

You must have an Authorization Level of 1 or greater in Fundraising to access the Fundraising folder through the IQA link.

You must be assigned to the Reporting group in iMIS to run the Fundraising queries.

1.  From Fundraising, select IQA.

2.  From the list of predefined queries, double-click the query that you want to run. You can also select the query and click Run icon in the toolbar.

3.  If you are prompted for additional filter criteria, enter the values and click Go.

4.  (optional) Click on a row in the query results to load the donor's record in the Enter and edit gifts window (Fundraising > Enter edit gifts).