Query formulas are a powerful tool for SIS exports and data integration, making it possible to export your data in precisely the format and layout required by external systems. Query Formula Export Parts can be used to: perform mathematical calcu...

Query formulas are a powerful tool for SIS exports and data integration, making it possible to export your data in precisely the format and layout required by external systems. Query Formula Export Parts can be used to: perform mathematical calcu...

Slate formats phone numbers based on each country's official formatting standards. For a USA phone number, that is +1 000-000-0000 . For a UK phone number, that might be +44 00 0000 0000 (spaces in specific segments, no hyphens).  ...

This article explains how to create Query Builder templates that will preset fresh queries with the most commonly used filters and exports. Each template is defined by the settings in a default query that establishes the preset filters and exports b...

Fields using the "user" prompt—such as the default "Staff Assigned" field—are different than other prompt-driven fields in that they: Aren't created or managed in the prompts tool Connect the field to a user in your database. This allows you t...

When a gift is applied towards a particular pledge, the gift inherits the unique ID (called the GUID) of the pledge. Slate stores this unique ID in a field on the gift table called Parent GUID. This association allows the gifts that have been m...

When a gift is applied towards a particular pledge, the gift inherits the unique ID (called the GUID) of the pledge. Slate stores this unique ID in a field on the gift table called Parent GUID. This association allows two primary conclusions to...

Distinct values in a subquery export can be grouped together using the Groups function and can be helpful in displaying the sums or counts associated with a distinct value, such as how many times a person has given to a particular fund or how much...

A donor’s length of consecutive giving can queried using the special system join of  Sequential Value Groups . This join enables identifying a data point (such as a gift's year) that can then be used to count the number of times it appears...

Subquery type is an advanced property of subquery exports and subquery filters in a Configurable Joins query. By default, subqueries are dependent : they depend on the base of the query and use the joins that are available from that base. In ...

The standard exports and filters for IPEDS classification are calculated from three Slate-Standard fields and prompts: Citizenship , Race , and Hispanic . Since IPEDS doesn't consider the race or ethnicity of international students, all internati...

Overview Age is calculated via Standard Exports and is available in the Query Builder. Two calculations exist: Current Age Based on Birthdate Age (As Of Date) Current Age Based on Birthdate This exports a person's age at the time of...

Filters are typically not used for free text fields, since they can store unlimited variations of a single response. Accordingly, filters for text-driven fields are not automatically generated. In most cases, only exports are needed for free text f...