Create the query
- Log in to Altru
- Click on “Analysis”.
- Click on “Information Library”.
- Click on “Add an ad-hoc query”.
- Click on the Constituent query type.
- Click on “Ok”.
- Create the query
Include records where:
Date added is on or after last calendar year
Results fields to display:
First name
Last/Organization/Group/Household name
Email Addresses\Email address
Lookup ID
Constituent record
If a query is returning more than 15,000 rows, break large queries into smaller ones by providing additional filter criteria or specific date selections. The greater the number of rows returned, the more additional queries may be needed. All queries should have identical restrictions, except for the date selection.
Date restrictions to add to the query:
- Constituents > Date added > Before > Specific Date > Pick a day
- Constituents > Date added > Between > Pick a day through > Pick a day
- Constituents > Date added > After > Specific Date > Pick a day
Save the query
- Click on the "Preview results".
- Verify that there are fewer than 15k rows.
- Click on the "Set save options".
- Enter the name of the query.
- On the bottom right, click on "Save and close".
Export the query
- Click on the "Get OData link."
- Copy the OData link to use in the next step.