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Query builder templates

Query builder (ad hoc reports) templates

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Templates

How to upload templates to Query Builder:

1. Download any of the below query templates to a folder on your computer. All the files are in .zip format.

Typically, after you click the template link, a small window will open. You should select the [Save] option.

2. After downloading, unzip the file. The result will be a file with the extension ".rpq". That's the file you will be uploading later.

3. Log in go to the Query Builder module (start from your Home page, select Reports from the left-side menu, then select Custom Queries from the Reports left-side menu.

4. Under the [Query info] tab of Query Builder, select [Browse] down at the bottom right area, and browse to and Open the template file you unzipped in 2. above. Make sure it's the file with the ".rpq" extension.

5. The template file name will appear in the Import box. Click [Import] to load it into Query Builder.

6. An information window will display with some instructions. Follow them to save the query template.

Templates

Callbacks By Contact Get contact and email information for open callbacks. Use this template to email contacts that have active callbacks.