Each organization will have different needs and goals when running queries. Here are some questions to begin with.
    • What is your ultimate goal with this query?
    • Who do you want to include?
    • Who do you want to exclude?
    • What is similar about these records?
    • Do you want a group of constituents or gifts?
    • What output do you want to see?
    • How do you want it sorted?

    For examples of query request forms other clients use, refer to our Shared Client Documents Request Forms on our forums.