How do I query on a certain account type?

You may have a user defined field in your database called Account Type that you use to track whether an account is an Individual, Business, Church, Foundation, Volunteer, Board Member, etc. At some point, you may need to reach out to a certain group or report on a certain groups giving.  A query can be created to pull in all accounts with a certain account type.
1. Click Queries
2. Select a category that you want to store this query in (Ex: Base)
3. Click New Query under the Tasks menu
4. Name the query
5. For Starting Query select Category: Base and Query: All Constituents
6. For the Data Return Type select Accounts
7. For Criteria Matching select Match Each Criteria
8. For Criteria > Browse Fields choose UDF: Constituent from the drop down box
9. Click Account Type
10. Check the box next to the specific account type you want
11. Save and Preview

Tip: It may be useful to create a query for each account type in the Base category so that you have them readily available. Once the query is created, you can simply click 'Preview' beneath it at anytime and it will update each time to include any newly entered account that has been marked with that account type.

Environment

 eTapestry

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.