Descriptions of Standard Configurable Joins Query Bases

Updated August 22, 2022 12:37

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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 will answer the question, “What do I want to see one row per?” The base for a report part will answer the question, “What type of record or value am I hoping to count or aggregate?”

There are three categories for Configurable Joins query bases:

Knowing the category of a base can be helpful when thinking about your joins. For example, if you’re starting from a ‘Records’ base and need to get to a ‘System’ base, often you will need to join through a ‘Related’ base.

Important

There are some bases with the same name (e.g. Related - Material, System - Material), however they will contain different data. It is important to check the Category for the base when creating a new query to ensure you are using the correct base.

Records

Bases concerning records that you have added to your database (other than Organizations).

Query Base	Explanation
Application	All Application-scoped fields, custom and standard.
Application by Population	Same fields as Application base, but only applications (not the Person associated with the application) that have populations. The User needs to have the permission to query on the application population. Population-aware for the user when querying.
Companies and Foundations (Advancement license required)	All Companies and Foundations-scoped fields, custom and standard.
Funds (Advancement license required)	All Funds-scoped fields, custom and standard.
Organization Contacts	All Organization Contacts-scoped fields, custom and standard, relating to the contacts you have added to Organizations.
Organizations	All Organization-scoped fields, custom and standard. This is the only Records base that will have values available upon the creation of an instance.
Person	All Person-scoped fields, custom and standard.
Person by Population	Same values as Person base, but only Person records that have populations. The User needs to have the permission to query on the person population. Population-aware for the user when querying.

Values/items that are connected to records. Think, ‘This information would only exist with a record.’

Query Base	Explanation
Activity and Interaction	The activities and interactions associated with the Person, Application, or Dataset record.
Address	All Address-scoped fields, custom and standard.
Application Bin	All Application Bins that have been created in an instance.
Application Reader Queue	Information concerning the reader queues in your instance, including empty queues.
Bot	All Inbox Live Bots created in an instance.
Bot Intent	The name of Intents created for Inbox Live Bots.
Checklist	The checklist items associated with an Application.
Course	All courses associated with an Person or Application.
Course catalog	Courses created in an instance only.
Dataset	All Datasets created or added to an instance. The Datasets themselves, not data or values associated with that Dataset.
Dataset Row	All rows in all Datasets. Every record, item, or value in an instance.
Dataset Row Login	Dataset record login information. Can only be used as a base, can not be joined to.
Decision	All Decisions associated with an Application.
Device	All Devices associated with a Person, Relation, or Dataset record.
Donor (Advancement license required)	All Person records that also exist in a Dataset with the type of 'Giving' or any variation of 'Giving.'
Duplicate Records	Main and Parent records that have gone through the Consolidate Records process.
Expense	Any expenses associated with Trips or Events.
Field values	All values stored in all fields in an instance.
Field version	The version history of all custom fields in an instance.
File	All Files created in an instance.
Form	All Forms created in an instance, except Reader Review Forms.
Form Response	All responses to all Forms. This will include responses to Reader Review Form submissions, Event registrations, Scheduler registrations, and more. Event registration and attendance are Form Responses.
Gifts (Advancement license required)	All Gifts associated with a Person.
Gift Installment (Advancement license required)	All Gift Installments associated with a Person.
Gift Opportunity (Advancement license required)	All Gift Opportunities associated with a Person.
Gift Opportunity Notes (Advancement license required)	Notes for all Gift Installments.
Gift Related Records (Advancement license required)	Related records associated with any Gift.
Giving Campaigns (Advancement license required)	All Giving Campaigns created in an instance.
Inbox	All Messages that have ever been in the inbox.
Interests	All Interests associated with a Person.
Job	All Jobs associated with Person records or Relation records.
Job Activity Monitor	History of all Query runs and Report renders. Same information as the Job Activity Monitor in Database.
Material	All Materials of all scopes.
Message	All Messages in an instance. This Base is typically very large and requires multiple filters in order to be queried on successfully.
Message Group	All Message Groups created in an instance.
Message Mailing	All Mailings created using the Deliver tool, including form communication.
Message Number	Information regarding the accounts and numbers that are sending and receiving messages.
Message Opt Out	All opt out messages received.
Message Track	Tracking information from messages and mailings. This Base is typically very large and requires multiple filters in order to be queried on successfully.
Payment	All payments, both Slate payments and external.
Payment Activities	The activities associated with Payments on a record.
Payment Recurring	All Recurring Payments in an instance.
Person Login	Login information for Person records.
Ping	Information regarding all Pings, including those not associated with a record.
Population	Population name and timestamps for when records entered a population.
Portal	All Portals created in an instance. Can only be used as a base, can not be joined to.
Prediction	All previously created Predictions in an instance. While the Prediction function is now deprecated, previously created Predictions can still be queried on.
Project	The Projects themselves, not the tasks within a Project.
Project Mailing	All Mailings associated with a Project.
Project Task	All Tasks within a Project.
Project Task Log	History of updates to Project tasks.
Query	The queries themselves, not any runs of queries.
Query Run	Information about all runs of all queries. This Base will not have what records were included in query runs.
Reader Activity	Activity log of the Reader tool.
Realm	All Realms created in an instance.
Reference	All References associated with an Application.
Relation	All Relations associated with a Person record.
Report	All Reports created in an instance.
Report Part	Information regarding individual Report Parts within Reports.
Report Subpart	The tables and columns within Report parts.
Research	Information pertaining to records having to do with Research.
Research Data	The data and values associated with Research in an instance.
Role User	All Users associated with a Role.
Rule	All Rules created in an instance.
School	All Schools associated with a Person or Relation record.
School report	All School Reports associated with a Person.
Settlement	All transfers and settlements of Funds.
Source	Information regarding each individual import in Upload Dataset.
Source Format	The Source Formats themselves, not the imports using Source Formats.
Sport	All Sports associated with a Person.
Status	History of all Person and Application Status timestamps.
Tag	All Tags associated with a record.
Test	All Tests associated with Person records.
Test [Test Name]	Information for a specific type of Test associated with a Person.
Trigger	All Triggers created in an instance. While the Trigger function is deprecated, previously created Triggers can still be queried on.
Trip	All Trips created in an instance.
Trip Stop	All stops within Trips.
User	All Users in an instance.
User Login	Login information for all Users in an instance.
User Permission	All Permissions created in an instance.
Voyage	All Voyages created via the Voyager tool.
Voyage Layer	All Layers within a Voyage.
Workflow Bin	All Bins associated with a workflow.
Workflow Bin User Queue	Information regarding individual User's queues in Workflows.
Workflow Records: [Workflow Name]	History of records through a specific workflow.

System

These are the objects themselves that you maintain in the Database tool, not the values associated with the object or record. Think, ‘This information would exist regardless of records.’

Query Base	Explanation
Activity	The Activity and Interaction codes themselves, not any codes associated with a record.
Checklist	The Checklist items themselves, not any checklist items currently on an Application.
Decision	The Decision codes themselves, not any decision codes associated with an Application.
Decision Letter	The Decision Letters themselves, not any decision letter associated with an Application.
Decision Reason	The Decision Reasons themselves, not any decision reason associated with an Application.
Field	The Fields themselves, not any values stored in the Fields.
Material	The Materials created in an instance, not items imported as materials. This base will not include Reader Tab Materials.
Origin Source Group	Origin Source Groups only, not the Origin Sources themselves.
Origin Source Type	The Origin Sources created in an instance.
Period	All Application Periods, including inactive.
Population	All Populations, including inactive.
Prompt	The Prompts themselves, not prompts stored as field values for a record.
Query Base	All query-able bases, including any custom Query Bases.
Reader Bin	All Reader Bins created using the 'Reader Bins' tool and the Workflow Editor, including inactive Bins.
Reader Review Form	All Reader Review Forms. The Related base of 'Forms' will not include Reader Review Forms.
Reader Tab Group	All Reader Tab Groups created using the 'Reader Tab Groups' tool and the Workflow Editor. The System base of 'Tabs' will not include Reader Tab Groups.
Reader Tab Material	All Reader Tab Materials created using the 'Reader Tab Materials' tool and the Workflow Editor. The System base of 'Materials' will not include Reader Tab Materials.
Research	Research Sources created in an instance or added from the Configuration Library.
Research Key	The Data Keys associated with any Research Sources created in or added to an instance.
Role	All Roles, including inactive. This base will not include Users.
Round	All Application Rounds, including inactive. The Rounds themselves, not the Round associated with an Application.
Slate Payment Account	Slate Payment Accounts only, including PayPal/Venmo. This base will not include external payment accounts.
Tab	All standard and custom Tabs of all scopes. This base will not include Reader Tab Groups.
Tag	All standard and custom tags of all scopes. The Tags themselves, not Tags associated with records.
Test	All examinations or standardized tests, including custom. The Tests themselves, not Tests associated with a Person.
Translation	The Translation Codes themselves, not places where the translation values are being used.
User Permission	All custom and standard Permissions, including exclusive and population permissions. This base will not include Users.
Workflow	All custom Workflows created via the Workflow Editor.
System	Current query run information. The Related base of 'Query Run' will only include pervious query run information.
World – Country	All standard Country information. This base will have values upon creation of instance.
World – Region	All standard Region (State) information. This base will have values upon creation of instance.
World – US County	All standard County information for US counties only. This base will have values upon creation of instance.
World - US ZIP Code	All standard US ZIP Code information. This base will have values upon creation of instance.
World – US ZIP Data	Demographic information for US ZIP Codes. This base will have values upon creation of instance.