Ad hoc query types – the type you select is important, and cannot be changed later!
Constituents – individual constituents from CRM
Constituents (From the Blackbaud Data Warehouse) – selections from the DW
Constituents (with household information rolled up) – select this one if you want to select constituents at the household level. In RE you did this in the export, in CRM you do it here in the query
Revenue – Revenue at the full gift level
Revenue Application – Revenue at the split level – use this one for any reports by fund
- Selection queries available for Revenue Application include Partners standard queries for commitments and cash received to match RE