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 query bases.

Excel Spreadsheet

Download the results as an Excel XLSX file.

Deliver Mailing

Copy the entire query into a mailing (for use as a live query) or copy the results into a mailing as a static recipient list. Only non-system mailings with a status of "In Progress" or "Completed" that are assigned to the user running the query will be available as an export destination. Users will only be able to add queries as recipient lists to either new mailings or mailings where they are also the user.

Portal

Add the query to an existing portal.

Report

Use the query as the basis for a Data/Charts part in a new Report.

Concierge

Display the query results in a Concierge.

Comma-Delimited CSV File

Download the results as a CSV (comma-separated values) file.

Tab-Delimited File

Download query results as a tab-delimited TXT file.

PDF Document Export

Export PDF documents as a single file or within a ZIP archive. (Only available on the Application base.)

Decision Letter Export to Word

Download a Word document containing all of the decision letters on all of the applications in the query results. (Only available on the Application base.)

PDF Report

Download a PDF file with the query results in a table layout.

HTML Report

Display query results in an HTML table.

Mail Merge Word Document

Export the results to an uploaded Word document and either merge the data or set up the merge fields. (Requires using Windows.)

Batch Management

These output options allow you to affect data within Slate. Note that not all options are available on all query bases.

Interaction Management

Select the Interaction destination to add an interaction code for all records in query results.

For example, if everyone in a query received a brochure, add the Mailing>Brochure interaction like this:

Records Affected displays the number of records that will receive this new interaction code.

Field Management

Select the Field destination to add, replace, or delete a field value for all records in query results.

1. Select a custom field to update.

2. Select an Action:

   • Add to Values - Available only for fields configured to store multiple values. Append the selected value to the existing field values. If a record does not yet have a value for the selected field, one will be added.

   • Replace Values - Replace existing field values with the new value selected. If a record does not yet have a value for the selected field, one will be added.

   • Delete Values - Remove values for the selected field for all records in the query results.

3. Select or enter the new field value.

Tag Management

Select the Tag destination to set or unset a tag for all records in query results.

1. Select a Tag.

2. Set or Unset the tag.

Retroactive Refresh

Select the Retroactive Refresh destination to simulate a record update. This is a helpful way to trigger rules or origin source calculations for records that have not been updated recently.

Records Affected displays the number of records that will be refreshed. For queries with an Application base, the associated Person record will also be updated: