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CADENCE: Queries, Reports, and Lists
QUERIES
Queries pull together individuals records based on specific criteria.
Queries are the foundation of all data lists (including smart queries, reports, exports, and data lists).
Only IT Team has access to create, edit, and run queries.
All CADENCE users have the ability to view, edit filters, and run the results of
smart queries
Smart queries are a specific subset of records that allow users to filter to reduce even more records (view the description of each smart query for details).
Adding filters and output fields should be redirected to the Data Steward who will make an Help Desk ticket to request changes.
Click here for a
Smart Query User Guide
Smart Query Training
User Guide on Exporting Data from CADENCE
REPORTS
There are a variety of
out-of-the-box
(Blackbaud created and not editable) and
customized
(IT Team created and edit) reports.
Links to each report are found in the functional area (ie. Revenue reports are found under the Revenue tab in CADENCE).
Most reports display data on demand; however some reports (like FYFRS, Development Dashboard Data) are based on bi-monthly snapshots of data.