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 ...

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 t...

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 ...

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 ...

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: E...

A subquery is an inner or nested query within a main or enclosing query. The Subquery part allows a column expression to be defined that can return different types of output: Concatenations Aggregates Dictionary Custom Ranked Values E...

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 o...

Edit Part You can add text to the format by wrapping it between single quotes: dddd, MMMM dd ‘in the year’ yyyy   -->  Monday, June 15 in the year 2015 at 10:15 PM

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 only ...

Export Destinations Often queries are run with a specific business goal in mind. For example, query results may need to be downloaded as an Excel spreadsheet. Often queries are run with a specific business goal in mind. For example, a tag may be...

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 ...

As Slate executes a multitude of functions, there are numerous errors that can occur. The best way to begin troubleshooting errors is to understand what that error means. Once you have a better understanding of what an error means, it can help you ...