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Targeter is the Reeher Platform's query tool that is a hub for searching, accessing and analyzing data, and provides front-line advancement professionals with easy-to-use data filters to build and save queries without help from a database specialist. This latest release of Targeter,with a fresh, redesigned interface, extends the usability for users of all levels, so busy fundraisers can spend less time searching for key information and more time using it.
The core components of the Targeter are:
- Find Search Bar: Quick search bar that lets you rapidly find a constituent by first name, last name, entity ID, maiden name, or nickname.
- +New Query: Allows users to quickly create a brand new query using Reeher's available filters.
- Queries Tab: A list of all available user built queries and Reeher Templates.
- Results - List View: Query results are displayed as a list with customizable data columns when this setting is chosen.
- Results - Crosstab View: Query results are delivered with a summary of the full query results spread out across two selected variables.
- Results - Map View: Query results are delivered geographically within a map that displays population densities down to individual constituents.
Using Targeter
To open Targeter, click on the Targeter layer at the top of the Reeher Platform window.
You can select any saved or default query from the Select Query pull down menu at the top left of the screen.
- To search for a specific constituent, you can use the Entity Lookup from the menu. Enter the Entity ID, First, and/or Last Name of the entity you are looking for. Hit Show Results, and a list of constituents who match your search will appear below.
- To begin with a blank query, select Create New Query from the pull down. You can then Add Filters to begin your query by clicking on the Add Filters button on the right. Once the parameters of your filters are set, click Show Results, and a list of constituents who match your search will appear below.
You can view the results of your query in two ways.
- In List View, where you can view and export your results as a list with customizable columns.
- Or in Crosstab View, where you can spread your results in a table across two variables.
You can toggle between these two views by using the tabs at the top right of the Results section.
Saving a Query
Once you have created a query, you can save it by clicking on the Save Query button on the right side of the page. If you are using a Public query or a Reeher template, or if you want to save a new version your query us the Save As button. In the Save Query pop-up, you have the following fields available:
- Query Name - A descriptive name given to the query. This name will appear in the Select Query pull-down menu.
- Description - A short description of the query. We recommend entering information about the filters used and their values.
- Viewable By - This pull-down menu allows you to select who this query will be available to on the Select Query menu. This can be done on an individual basis or by groups.
- Select - If your Viewable By selection has specific users or groups for you to choose from, you will select those here. Select multiple items by holding CTRL and clicking on each name.
You can also manage your saved queries by going to the Manage Queries link at the top of the page. From here you can edit and delete your queries and create subscriptions for Push Reporting.
- You can choose whether your saved query is Public or Private. Private queries will only be viewable by the user who created it. Public queries will be available for all your institution's users in the All Queries folder on the Targeter Homepage. However, only the creator of the public query has the ability to edit it.