Getting started with IQA queries: Business Objects

The following table goes over the differences between the contact-related business objects.

The PartyWithDefaultAddressData business object provides basic address information for a specific party (person or organization), including their default address. The preferred mailing address is typically used as the default address.

PartyWithDefaultAddressData properties

‡Properties can apply to people (P), organizations (O), or both.

* When using this business object as a source in the Intelligent Query Architect, this property is a default display column.

The PartyData business object provides basic information about a person or organization.

PartyData properties

‡Properties can apply to people (P), organizations (O), or both.

* When using this business object as a source in the Intelligent Query Architect, this property is a default display column.

The FullAddressData business object stores provides basic address information for a specific party (person or organization). There can be multiple full addresses per person or organization. Each record represents the information for a specific address purposes, such as Home or Work.

FullAddressData properties

‡Properties can apply to people (P), organizations (O), or both.

* When using this business object as a source in the Intelligent Query Architect, this property is a default display column.

The PartyEventOccurrenceCheckinStatus business object returns a contact's current check-in status for an individual event occurrence, either a program item or recurring session.

📘 Note

This business object must always be used with a filter for either OccurrenceID or PartyID.

The PartyEventOccurrenceAttendanceLog business object returns one row for every check-in and check-out of a contact to an event session (occurrence). Use the OccurrenceId property to join to EventOccurrenceData to get information about the parent program item and event.

Use for Full attendance history of the event occurrence. You can also identify or filter by the Party. To get counts of check-ins, you will have to filter on IsCheckedIn = TRUE or 1.

The PartyEventOccurrenceAttendanceSummary business objects returns one row per contact per event session (occurrence) which they attended, even if there are multiple check-ins or check-outs for that contact and event session. There will be no row if there is no check-in for the person and occurrence.

PartyEventOccurrenceAttendanceSummary also contains properties for the following:

• Check-in date and time in various date formats.
• Check-out date and time and the duration of attendance in minutes, if applicable.
• Information about the event session, program item, and the event itself.

The check-out date time may be empty if there are no check-outs for that person and occurrence.

It can be joined to EventData using the EventId to get additional properties about the event.

📘 Note

This business object is intended mostly for use in aggregate functions such as counts and sums of attendees or total minutes spent in a session. If it is used to return detail row for attendance, make sure to filter the data by one or more properties.

The PartyMembershipGroupData business object provides information about Is Member group memberships. Parties with no Is Member memberships are included with null values for the group membership properties. This business object is intended to be joined with a Party business object.

PartyMembershipGroupData properties

‡Properties can apply to people (P), organizations (O), or both.

* When using this business object as a source in the Intelligent Query Architect, this property is a default display column.

The PartyMembershipStatus business object displays a contact’s membership status as either non-member, active, or inactive. This business object is intended to be joined with a Party business object. Easily access the PartyMembershipStatus business object from the Common sources area by clicking Membership status.

Common joins

Commonly joined with PartyBasicData, PartyMembershipGroupData, or any other Party business object.

Properties

• Membership Status
• PartyId

The PartyMembershipTenure business object displays a contact's amount of time in days, months, and years between their Join date and Expiration date in an Is Member group. This business object is intended to be joined with a Party business object. Easily access the PartyMembershipTenure business object from the Membership sources area by clicking Membership tenure.

Common joins

Commonly joined with PartyBasicData, PartyMembershipGroupData, or any other Party business object.

Properties

• Expiration Date
• Join Date
• PartyId
• Tenure in Days
• Tenure in Months
• Tenure in Years

Stores information about the Social Profile URLs for LinkedIn and Twitter.

Common joins

Some common joins include PartyData and SocialNetworkRef.

ContactSocialNetwork properties

Contains a row for every day from 1/1/2000 to 12/31/2050 in order to more easily create reports and queries that require dates.

Common joins

Some common joins include:

DateDimension properties

Contains a row for every calendar month in order to more easily create reports and queries that require dates.

Common joins

Some common joins include:

MonthRef properties

Contains a row for every year from 2000 to 2050 in order to more easily create reports and queries that require dates.

Common joins

Some common joins include:

YearRef properties

Provides information for commerce items such as products, fundraising items and events. Includes information such as the name and type of the item, whether the item is charitable and which group and role the purchaser is assigned to, if applicable.

Common joins

Some common joins include ItemClassData, ItemSaleData, EventData, EventFunctionData, and GroupData.

ItemData properties

Provides information for item classes.

Common joins

Commonly joined to ItemData.

ItemClassData properties

The ItemSaleData business object provides information for item sales, displays on row per item sold per transaction, and includes information such as the product sold, the bill-to and ship-to contacts for the transaction, the source code, and the amount of the order.

Common joins

Some common joins include ItemData and PartyData.

ItemSaleData properties

DonationSummary lists all gifts and pledges, and combines split gifts, pledge payments, installment pledges, and financial adjustments into one row per donation. Each row includes properties such as GiftType, which differentiates between gifts and pledges, and IsSplitGift, which denotes split gifts.

Common joins

Some common joins include:

DonationSummary properties

The GiftTotalsByDate business object is used to report on the total number of gifts and the sum of the gift amounts for a given date.

Provides information for groups. Includes information such as the name and class of the group, whether it is a membership group, a relationship group, or the owner of the group and its status.

Common joins

Commonly joined to GroupMemberData for more information on the group's members, or to ItemData to find items that will place purchasers in the group.

GroupData properties

This business object provides information for group members, such as the group's name, the member's name, whether the membership is active, when the member joined, and when their membership expires.

Common joins

Some common joins include GroupData, GroupMemberDetailData, and PartyData.

GroupMemberData properties

Provides detailed information about group member's roles within the group. Might contain more than one row per group membership. Simple group memberships will not contain any detail rows. Includes information such as the group role name, effective date, expiration date, and reciprocal role information for relationship groups.

Common joins

Commonly joined to GroupMemberData.

GroupMemberDetailData properties

Provides information about events. Includes information such as the event name and description, the start and end date and time, when the event is available in search, when registration starts and ends, cutoff dates, capacity, whether registering others is allowed, the address for the event, the ID for the group the registrants are added to, and the ID for the form (question) definition. The start and end date and time is based on the system Time zone setting.

Common joins

Some common joins include EventFunctionData, EventRegistrationData, and FormDefinitionFieldData.

EventData properties

Provides information for event registration options and program items. Includes information such as the function name, the event name, the start and end date and time, capacity, and the ID for the form (question) section definition. The start and end date and time is based on the system Time zone setting.

Common joins

Some common joins include EventData, EventFunctionRegistrationData, EventRegistrationFinancialData, GroupData, and FormDefinitionFieldData.

EventFunctionData properties

Provides information for event registrations. Includes information such as the registrant's name, event name, registration status and date, the selected registration option, and the ID for the form (question) responses.

Common joins

Some common joins include EventData, EventFunctionRegistrationData, EventRegistrationFinancialData, PartyData, GroupData, GroupMemberData, and FormFieldResponseData.

EventRegistrationData properties

Provides information for event registration option and program item registrations. Includes information such as the registrant's name, the function name and type, the function group membership, and the registration date.

Common joins

Some common joins include EventData, EventFunctionData, EventRegistrationData, GroupData, GroupMemberData, EventRegistrationFinancialData, and PartyData.

EventFunctionRegistrationData properties

Provides financial information for event function registrations. Includes information such as the event name, event function name and registrant name, how much the registration cost, and the remaining balance.

Common joins

Some common joins include EventData, EventFunctionData, EventRegistrationData, EventFunctionRegistrationData, or PartyData.

EventRegistrationFinancialData properties

Provides information for open credits. Includes information such as the ID for the credit recipient and the credit amount. This might contain more than one line per recipient.

Common joins

Commonly joined with PartyData.

OpenCreditData properties

Provides information for orders. Includes information such as the order number and date, discount code and discount amount, source code, and sold to/bill to contact IDs.

Common joins

Some common joins include OrderLineData, PartyData, or FullAddressData.

OrderData properties

Provides information for order lines. Includes information such as the order number, order line number, item name, quantity sold, amount, discount code, status, and ship to contact ID.

Common joins

Some common joins include OrderData, ItemData, ItemClassData, PartyData, or FullAddressData.

OrderLineData properties

Provides information about users. This will only apply to contacts who have a login account. Includes information such as the user's name and username, whether they are locked out, last login, activity and lockout date, and whether they are a staff or an admin user.

📘 Note

Any dates that show up in the UserData business object default to Coordinated Universal Time (UTC). To change to your local time zone, go to Settings > RiSE > Quick Setup > Time zone if you have not set it already.

Common joins

Commonly joined with PartyData.

UserData properties

Provides information for invoices. Includes information such as the invoice number, date, description, shipping method, promotion code, source code used, the invoice totals, and the purpose for the invoice such as Regular, SubscriptionBilling (used for renewals), or AutoPayPledge (used for recurring donations).

Common joins

Some common joins include InvoiceLineData, PartyData, or FullAddressData.

InvoiceData properties

Provides information for invoice lines. Includes information such as the item, quantity sold, total amount, payments applied, remaining balance, source and promotion codes used, and the ship to contact's ID.

Common joins

Some common joins include InvoiceData, ItemData, PartyData, or FullAddressData.

InvoiceLineData properties

Provides information about form definitions including the overall form, each section, and each field. Includes information such as the sequence number for each section and field, the field caption, and response data type (such as integer, decimal, string, boolean or datetime).

Common joins

Some common joins include EventData, EventFunctionData, or FormFieldResponseData.

FormDefinitionFieldData properties

Provides information for the responses to form questions. Includes information such as the form field question and answer. Note that there are separate properties for each response type that will contain data for just that type, but there is also a property labeled Response that combines all of these answer types into a single column as a string value.

Common joins

Some common joins include EventRegistrationData or PartyData.

FormFieldResponseData properties