The first step when creating a new Query is selecting a Query Type. The available Query Types in Virtuous are:
- Contact Note
- Gift Ask
- Planned Gift
- Project Note
- Automated Task
- Event Invitation
- Volunteer Opportunity
When selecting a query, the basic rule of thumb is to ask the question:
"What do I want a list of?"
The answer will determine your Query Type. Running a Contact Query will return a list of Contacts, while a Gift Query will yield a list of Gifts.
For example, to see a list of all the Contact who gave in the current year, you can select a Contact Query, which will allow for filtering using giving statistics as well as basic Contact data. However, to see a list of every Gift received in the current year, run a Gift Query instead.
In instances where your Query involves two or more data points from a related object, it's best to start by using the related object's Query Type first. For example, when looking for all Contacts with a Note Type of "Call" entered within the last 3 months, the best course is to create a Contact Note Query that includes the Note Type and Note date parameters, then save that query and nest it into a Contact Query to find the desired list of Contacts. See the articles on Saving Queries and Nesting Queries for more guidance on these topics.