RE: Query Part 1 – Taking Control of Your Raiser’s Edge Queries with QueryOmatic

Querying is such an important function in The Raiser’s Edge® that we are dedicating a three-part blog series to the topic to ensure your success. In this entry, the focus is getting a handle on organizing queries to make things easier for everyone who uses RE!

Have you ever been looking for a query and couldn’t remember if you created it or if a colleague created it, when it was made, or better yet… what it was named?

Although Blackbaud’s The Raiser’s Edge 7 has grown and changed to make handling queries easier by giving you the option of creating folders, and of routing queries to specific folders upon creation, could there be an even better way?

QueryOmatic answers that question, and the answer is “Yes!”

QueryOmatic (QOM) is one of the newest offerings in the Omatic Software product family. QOM is designed to empower the user to take control of queries, and their categorization, in a more concise, clear, and directed manner than has ever been available using standard RE:Query functionality!

Below, you can see the layout of the QOM application. At a glance, we can see the number of queries that exist in all folders. This is the type of view that would be helpful to a database administrator who may not need to see each user’s queries individually, but would like a bird’s eye view of how many queries there are in the system, and exactly where they are being currently stored.

A more detailed view can be seen when we select to look inside of one of the folders. The folders are on the right side of the QOM screen, in the navigation pane (below). For this example, I am going to open the SegmentOmatic folder, which is a folder I created for the queries that go with my SegmentOmatic profiles. In this view, we see information that can only be accessed from either the query options menu, or properties of the actual query, in the actual RE:Query module. As you can see, information such as the Run Time, Output Limits, and Record Suppression, is readily available in QOM’s more detailed view.

The tool bar also presents us with query management options. The option to create a new “Query List” allows users to create a list of constituents based off of other query results (either existing or new query results). The “Summary” option provides a window that allows us to get a summary view of queries by RE user. It lists the RE user name, the number of queries for that user, and the number of categories that user owns. The view of all users, in the Query Summary, is shown here:

The Query Summary function will also allow us to view just one specific user’s queries, with more detail than the view for all users. The view of our selected user “Emilie” is shown here:

Additional options available in our toolbar, for query management, include adding queries to Queue (RE:Queue is an add-on module for RE), and even the ability to delete more than one query at a time (yes, you read that correctly!), all from within the same QOM interface.

Another query management capability available exclusively through QOM – can you take more? – is the ability to move multiple queries between folders at the same time. In the screenshot below we can see where multiple queries have been selected using the “shift” key, combined with mouse clicks (just as you would in Excel). The selected queries are currently stored in the General folder, but we actually want them to be stored in our SegmentOmatic folder.

Now you will simply drag the selection of queries to the SegmentOmatic folder:

QueryOmatic is a huge time-saving tool, and it is a great product to add to the suite of Omatic products that your organization already uses (It’s also a fantastic introduction to our products!). It will work wonders for your current query management strategy. You could almost call it QueryOmagic!

The Raiser’s Edge® is a registered trademark of Blackbaud, Inc.

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