Queries return exports (data points you select) if the record they’re associated with meets the criteria of any filters you apply. Creating a query Go to Queries / Reports. There are two types of queries you can create from this page: N...

Query exports allow a user to extract data from Slate and display it in a manner that is appropriate for the end user. This may be used in queries, reports, merge fields and more. Adding exports Select the Export button to define the data th...

The Slate Template Library (STL) offered a list of common exports and filters that many clients used to query on data. Those exports and filters, however, are not accessible in Configurable Joins. We've rebuilt many of these exports and filters in...

We’ve created a library of person-scoped exports and filters that offer functionality beyond the default exports and filters that appear in your database. Import our library of exports and filters Once upon a time, the Slate Template Library provi...

A subquery filter looks across the 'many' of the one-to-many relationships in Slate to determine which records to return in a query. Several aggregate functions can be used to filter records based on values on other query bases, including: Exists...

A subquery is an inner, nested query within an enclosing query. A subquery export —as opposed to a subquery filter, or a subquery join—is a type of subquery that returns export data. Like regular exports, subquery exports let you define a c...

Data, such as person records, fields, and mailings, are organized and stored in tables . You can think of a table as a single page in a spreadsheet, with each data object taking up a row. A collection of these tables form a Relational Database , ...

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 ...

New / Edit Query Settings Edit Properties Settings Limit Rows Restrict the number of returned results by configuring a row limit. This setting is typically used when configuring a query for: Call list If an external system can ...

The following settings are configurable when you select Edit on a query export. Status Active: will export data when the query runs.  Inactivate : will temporarily disable the export without being deleted. Name The name of the ...

Once a query has been run, there are two types of output options: export destinations and batch management. Export Destinations These output options allow you to format the data in different ways. Note that not all options are available on all que...

The Query Builder is used to isolate records that meet specific criteria. Some of the queries created in Slate will be used continually as part of business processes, while others can be used just once to accomplish a non-recurring task. Choose New ...

When creating a form response-scoped query, or joining to Form Response in any query, you’ll be prompted to choose between querying responses for all forms and events or a specific form, event, or template . Depending upon the option you choose, ...