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Example: Find members by company and state

This query extracts those individuals whose companies are located in the state of Texas.

  1. Browse to IQA.
  2. Select Query from the drop-down list and select New.
  3. Select sources:
    1. Browse to the Common folder containing business objects.
    2. Select Contact twice.

      Note: When you add multiple instances of a source, the system automatically appends a numeric value (beginning with the number 1) to the second and subsequent sources to distinguish between the sources. For example, if you add the Contact business object three times, the system labels the second and third instances Contact1 and Contact2, respectively.

    3. In the Relations area of the Sources tab, make sure the custom relation is Contact.Company Id Equals Contact1.Id.
  4. Define the filtering rules:
    1. Select the Filters tab.
    2. Filter on Contact.MemberType.
      • Mode: Basic
      • Property: Contact.MemberType
      • Comparison: Equals
      • Value: Individual Member
    3. Add the filter.
    4. Filter on Contact1.StateProvince.
      • Property: Contact1.StateProvince
      • Comparison: Equals
      • Value: TX
    5. Add the filter.
  5. Define the columns to display in the output:
    1. Select the Display tab.
    2. Select the following columns:
      • Contact.Id
      • Contact.Company
      • Contact.MemberType
      • Contact1.StateProvince

        Note: A default list of columns displays when you select the Display tab. Deselect the columns you do not need. If a column you need is not in the default list, select All from the View drop-down list and scroll down the page to select the desired column.

    3. Using the Order drop-down list, assign:
      • Contact.Id Order 1
      • Contact.Company Order 2
      • Contact.MemberType Order 3
      • Contact1.StateProvince Order 4
  6. Specify the sorting priority:
    1. Select the Sorting tab.
    2. Sort the results by Contact.Id.
    3. Add your selection.
  7. Save your settings.
  8. Run the query.

See Also

Query Examples

Example: Find recipients for e-mail

Example: Find current registrants

Example: Find registered members by city

Example: Find purchases by amount and date

Example: Find members by state or join date

Example: Find total number of pledges by amount


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