Getting Started:

• Go to eTapestry Training
• For user ID and password use the following structure:
  • Login: exercise.user1
  • Password: training
  • If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id's is training. So, if you get this message about someone already logged in, just try a different number.
  • Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Queries

1. Go to Query under the Main menu. Add a New Category with your name on it, such as Dorothy's Queries.
2. Select your new Category. Add a New Account Query to select All Donor accounts that are Current Board Members. (Don't forget to name your new queries!) Preview to see how many accounts were selected. Change the data return type to Journal Entries and preview the Journal Entries for this query. Do you remember why there may be more entries appearing in the Journal then the Account?
3. Create an Account Query that will select any of the donor accounts that you do not wish to mail to. Call it your Do Not Mail List
4. Your boss needs to know the accounts whose total outright giving is more than $5000. She/he needs this information for Last Calendar Year. (Hint: Donor Journal Entry Date Category!) Preview this query both for the number of accounts and number of transactions. (see exercise 2)
5. Create a Query that will show Journal Entries for donor accounts that have given to the General/Operating Fund.
   Create a Journal Entry query for people who may be behind in the their pledge payments. (Hint: Arrears) Preview this query.
6. You are planning to use your list of General Fund donors for a mailing later. However, you do not want to mail to the people on the Do Not Mail list. Create a New Compound Query to subtract the Do Not Mail List from the General Fund Donors. Call this query your General Fund Final Mailing.
7. You're curious as to how many Board Members may have given to the General Fund. Create a New Compound query that will find the accounts that are in both queries. (Hint: Intersect) Did you have very many?
8. Your board president has a special letter going to just a small group of accounts. You can't find anything that they have in common with each other to get them into a query. The names on the president's list are Patricia Hamilton, Lacy Bazilio, Robert Haddad, James McNamara and Max Anderson. What can you do? (Hint: Custom)

If you should have questions, please contact support@eTapestry.com. Thanks for taking the time to complete these exercises!!!