When choosing the Configurable Joins query base for your query or report part, it’s important to ask yourself what data points you’re hoping to display or aggregate. This will help determine which base is best for your purpose. The base for a query will answer the question, “What do I want to see one row per?” The base for a report part will answer the question, “What type of record or value am I hoping to count or aggregate?”
There are three categories for standard Configurable Joins query bases:
Knowing the category of a base can be helpful when thinking about your joins. For example, if you’re starting from a ‘Records’ base and need to get to a ‘System’ base, often you will need to join through a ‘Related’ base.
🔔 Important!
There are some bases with the same name (for example, Related - Material, System - Material), however they will contain different data. Check the Category for the base when creating a new query to ensure you are using the correct base.
Records
Bases concerning records that you have added to your database (other than Organizations).
Application
All Application-scoped fields, custom and standard.
Application by Population
Same fields as Application base, but only applications (not the Person associated with the application) that have populations. The user needs to have the permission to query on the application population. This is population-aware for the user when querying.
Companies and Foundations (Advancement license required)
All Companies and Foundations-scoped fields, custom and standard.
Funds (Advancement license required)
All Funds-scoped fields, custom and standard.
Organization Contacts
All Organization Contacts-scoped fields, custom and standard, relating to the contacts you have added to Organizations.
Organizations
All Organization-scoped fields, custom and standard. This is the only Records base that will have values available upon the creation of an instance.
Person
All Person-scoped fields, custom and standard.
Person by Population
Same values as Person base, but only Person records that have populations. The user needs to have the permission to query on the person population. Population-aware for the user when querying. Select a population from the Populations list to narrow query results.
Related
Values or items that are connected to records. Think, ‘This information would only exist with a record.’
Activity and Interaction
The activities and interactions associated with the Person, Application, or Dataset record.
Address
All Address-scoped fields, custom and standard.
Application Bin
All Application Bins that have been created in an instance.
Application Reader Queue
Information concerning the reader queues in your instance, including empty queues.
Bot
All Inbox Live Bots created in an instance.
Bot Intent
The name of Intents created for Inbox Live Bots.
Bot Source
Knowledge Sources associated with bots.
Checklist
The checklist items associated with an Application.
Concierge
All concierge express portals created in an instance.
Course
All courses associated with a Person or Application.
Course catalog
Courses created in an instance only.
Dataset
All Datasets created or added to an instance. The Datasets themselves, not data or values associated with that Dataset.
Dataset Row
All rows in all Datasets. Every record, item, or value in an instance.
Dataset Row by Population
All Dataset rows in all Datasets within a given Dataset population. Select a population from the Populations list to narrow query results.
Dataset Row Login
Dataset record login information. Can only be used as a base, cannot be joined to.
Decision
All Decisions associated with an Application.
Device
All Devices associated with a Person, Relation, or Dataset record.
Document
Documents associated with a record. See Building a Document Export Query for more information.
Donor (Advancement license required)
All Person records that also exist in a Dataset with the type of 'Giving' or any variation of 'Giving.'
Duplicate Records
Main and Parent records that have gone through the Consolidate Records process.
Expense
Any expenses associated with Trips or Events.
Field Values
All values stored in all fields in an instance.
Field Version
The version history of all custom fields in an instance.
File
All Files created in an instance.
File Version
The version history of files.
Flow
All Flows associated with a record
Flow Log
The history of flows.
Form
All Forms created in an instance, except Reader Review Forms.
Form Field
All the form fields in an instance.
Form Response
All responses to all Forms. This will include responses to Reader Review Form submissions, Event registrations, Scheduler registrations, and more. Event registration and attendance are Form Responses.
Gift (Advancement license required)
All Gifts associated with a Person.
Gift Batch (Advancement license required)
All Gift Batches associated with a Person.
Gift Installment (Advancement license required)
All Gift Installments associated with a Person.
Gift Opportunity (Advancement license required)
All Gift Opportunities associated with a Person.
Gift Opportunity Notes (Advancement license required)
Notes for all Gift Installments.
Gift Related Records (Advancement license required)
Related records associated with any Gift.
Gift Tributes
Tributes associated with gifts.
Giving Campaigns (Advancement license required)
All Giving Campaigns created in an instance.
Inbox
All Messages that have ever been in the inbox.
Interests
All Interests associated with a Person.
Job
All Jobs associated with Person records or Relation records.
Job Activity Monitor
History of all Query runs and Report renders. Same information as the Job Activity Monitor in Database.
Material
All Materials of all scopes.
Message
All Messages in an instance. This Base is typically very large and requires multiple filters in order to be queried on successfully.
Message Dataset
The recipient lists associated with a mailing, each sourced from a query or an uploaded data file.
Message Group
All Message Groups created in an instance.
Message Mailing
All Mailings created using the Deliver tool, including form communication.
Message Number
Information regarding the accounts and numbers that are sending and receiving messages.
Message Opt Out
All opt out messages received.
Message Track
Tracking information from messages and mailings. This Base is typically very large and requires multiple filters in order to be queried on successfully.
Payment
All payments, both Slate payments and external.
Payment Activities
The activities associated with Payments on a record.
Payment Recurring
All Recurring Payments in an instance.
Person Login
Login information for Person records.
Ping
Information regarding all Pings, including those not associated with a record.
Population
Population name and timestamps for when records entered a population.
Portal
All Portals created in an instance. Can only be used as a base, can not be joined to.
Prediction
All previously created Predictions in an instance. While the Prediction function is now deprecated, previously created Predictions can still be queried on.
Project
The Projects themselves, not the tasks within a Project.
Project Mailing
All Mailings associated with a Project.
Project Task
All Tasks within a Project.
Project Task Log
History of updates to Project tasks.
Query
The queries themselves, not any runs of queries.
Query Run
Information about all runs of all queries. This Base will not have what records were included in query runs.
Reader Activity
Activity log of the Reader tool.
Reference
All References associated with an Application.
Relation
All Relations associated with a Person record.
Report
All Reports created in an instance.
Report Part
Information regarding individual Report Parts within Reports.
Report Subpart
The tables and columns within Report parts.
Research
Information pertaining to records having to do with Research.
Research Data
The data and values associated with Research in an instance.
Retention Policy
All Retention Policies associated with a record.
Role User
All Users associated with a Role.
Rule
All Rules created in an instance.
School
All Schools associated with a Person or Relation record.
School Report
All School Reports associated with a Person.
Settlement
All transfers and settlements of Funds.
Source
Information regarding each individual import in Upload Dataset.
Source Format
The Source Formats themselves, not the imports using Source Formats.
Source Record
The source record associated with a source import.
Sport
All Sports associated with a Person.
Status
History of all Person and Application Status timestamps.
Tag
All Tags associated with a record.
Test
All Tests associated with Person records.
Test [Test Name]
Information for a specific type of Test associated with a Person.
Transfer/Settlement
Payment transfers or settlements associated with a record.
Trigger
All Triggers created in an instance. While the Trigger function is deprecated, previously created Triggers can still be queried on.
Trip
All Trips created in an instance.
Trip Stop
All stops within Trips.
User
All Users in an instance.
User Login
Login information for all Users in an instance.
User Permission
All Permissions created in an instance.
Verification
All verifications in the database.
Voyage
All Voyages created via the Voyager tool.
Voyage Layer
All Layers within a Voyage.
Workflow Bin
All Bins associated with a workflow.
Workflow Bin History
The history of a workflow bin.
Workflow Bin User History
The history regarding a user’s workflow bin.
Workflow Bin User Queue
Information regarding individual User's queues in Workflows.
Workflow Records: [Workflow Name]
History of records through a specific workflow.
System
These are the objects themselves that you maintain in the Database tool, not the values associated with the object or record. Think, ‘This information would exist regardless of records.’
Account
The Account themselves.
Account Ledger
The account ledger themselves.
Account Transaction
The transactions themselves.
Activity
The Activity and Interaction codes themselves, not any codes associated with a record.
Assignment List
The Assignment List themselves.
Cadence
The Cadence themselves.
Checklist
The Checklist items themselves, not any checklist items currently on an Application.
Decision
The Decision codes themselves, not any decision codes associated with an Application.
Decision Letter
The Decision Letters themselves, not any decision letter associated with an Application.
Decision Reason
The Decision Reasons themselves, not any decision reason associated with an Application.
Field
The Fields themselves, not any values stored in the Fields.
Material
The Materials created in an instance, not items imported as materials. This base will not include Reader Tab Materials.
Origin Source Group
Origin Source Groups only, not the Origin Sources themselves.
Origin Source Type
The Origin Sources created in an instance.
Period
All Application Periods, including inactive.
Population
All Populations, including inactive.
Prompt
The Prompts themselves, not prompts stored as field values for a record.
Prompt Key
The Prompt Keys themselves, not prompt keys stored as field values for a record.
Query Base
All query-able bases, including any custom Query Bases.
Reader Bin
All Reader Bins created using the 'Reader Bins' tool and the Workflow Editor, including inactive Bins.
Reader Review Form
All Reader Review Forms. The Related base of 'Forms' will not include Reader Review Forms.
Reader Tab Group
All Reader Tab Groups created using the 'Reader Tab Groups' tool and the Workflow Editor. The System base of 'Tabs' will not include Reader Tab Groups.
Reader Tab Material
All Reader Tab Materials created using the 'Reader Tab Materials' tool and the Workflow Editor. The System base of 'Materials' will not include Reader Tab Materials.
Realm
All Realms, including inactive. This base will not include Users.
Research
Research Sources created in an instance or added from the Configuration Library.
Research Key
The Data Keys associated with any Research Sources created in or added to an instance.
Retention Policy Group
The Group associated with any Retention Policies.
Role
All Roles, including inactive. This base will not include Users.
Round
All Application Rounds, including inactive. The Rounds themselves, not the Round associated with an Application.
Slate Payment Account
Slate Payment Accounts only, including PayPal/Venmo. This base will not include external payment accounts.
Suitcase
All Suitcase items imported into an instance.
Tab
All standard and custom Tabs of all scopes. This base will not include Reader Tab Groups.
Tag
All standard and custom tags of all scopes. The Tags themselves, not Tags associated with records.
Test
All examinations or standardized tests, including custom. The Tests themselves, not Tests associated with a Person.
Translation
The Translation Codes themselves, not places where the translation values are being used.
Translation Key
The Translation Keys themselves.
User Permission
All custom and standard Permissions, including exclusive and population permissions. This base will not include Users.
Workflow
All custom Workflows created via the Workflow Editor.
System
Current query run information. The Related base of 'Query Run' will only include previous query run information.
World – Country
All standard Country information. This base will have values upon creation of instance.
World – Region
All standard Region (State) information. This base will have values upon creation of instance.
World – US County
All standard County information for US counties only. This base will have values upon creation of instance.
World - US ZIP Code
All standard US ZIP Code information. This base will have values upon creation of instance.
World – US ZIP Data
Demographic information for US ZIP Codes. This base will have values upon creation of instance.