How to create a Tickets Sold Today Query with Altru

Requirements

Before getting started with this guide please make sure you meet the following requirements.

  • You have an Altru account with permission to create ODATA queries

Once you have the query created you will be able to set up the query with the Social Good application.

Step 1: Opening the information library

Go to your instance of Altru and login with your username and password.

Sign in to your Altru account

Once you have logged in click on the “Analysis” tab on the navigation bar.

Click on the analysis tab

Click on the “Information library” section sub-menu selection to open the query builder.

Information library

Step 2: Creating a new ad-hoc query

Click on the “Add an ad-hoc query” button to start the process of creating a new query

ad-hoc query with Altru

Select the “Sales Order” query type.

“Sales Order” Query Type

Let’s first start with the “Include records where:”

“Include records where:”

Sales Order Item\Sales Order Item Ticket\Tickets\Status is equal to Active (optional)

and Sales Order Item\Sales Order Item Ticket\Tickets\Ticket number is not blank (*required)

and Constituent\Email Addresses\Primary email address is equal to Yes (optional)and Sales Order Item\Sales Order Item Ticket\Program Events\Start date is today (*optional)

Feel free to change or adjust the query to your organization’s needs. For example if your tickets are valid for an entire year you can use the “This calendar year” option.

Secondly let us output the fields “Results fields to display:” we will need.

“Results fields to display:”

Lookup ID (optional)

Sales Order Item\Sales Order Item Ticket\Program Events\Name (optional)

Constituent\Email Addresses\Email address (optional)

Sales Order Item\Sales Order Item Ticket\Tickets\Ticket number (*required)Sales Order Item\Sales Order Item Ticket\Tickets\System record ID (*required)

The result fields you choose to display will be shown in the application and can be used for looking up a constituent based on the output of the query. You just have to make sure you include them in the results fields to display and they will automatically show up in the mobile app.

Step 3: Preview and save query

Once you have finished creating your query it’s time to preview the data and save the query.

Click on the “Preview results” tab on the top navigation of the query builder

“Preview results” with Altru

At this point you want to verify you are getting valid data and once you are happy with the output of the query you are ready to move onto the next step of saving the query.

Preview results

Click on “Set save options”

“Set save options” with Altru

Now it’s time to save the query. Give your query a name.

Give your query a name with Altru

Tickets Sold Today | Barcode Scanner

Go to the “Options for using this query” section and uncheck the “Suppress duplicate rows” option.

Uncheck the “Suppress duplicate rows” option

Lastly make sure the Social Good app can run this query by giving it the right permissions.

Check the “Allow all users to run this query” option.

Check the “Allow all users to run this query” option.

Now you are ready to save the query click on the “Save and close” option.

Save and close option with Altru

That’s all there is to creating a query for the Barcodes Scanner app.

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