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Agilon’s Agilon One Fundraising Software - Selection Wizard visual query tool

Selection Wizard is Agilon’s unique visual query tool, designed to give non-technical users the ability to select and access information within the fundraising database, on-demand in real time. Selection Wizard is template driven providing an intuitive, easy to navigate user interface for developing database queries without looking at complex SQL coding. Run-time prompts enable the creation of general-purpose queries that users can run on-demand, anytime, anywhere through the convenience of their web-browser.

Selection Wizard’s unique drag-and-drop user interface makes it easy to pick data filters, specify selection criteria, combine record sets and send data to outputs such as reports, exports and e-mail delivery. As data selection criteria are specified an English translation is displayed, giving users immediate feedback on the inputs they provide. Query data can be directly exported to spreadsheets (XLS), text files (CSV), and extended markup language (XML) formats. Selection Wizard also enables full SQL coding, giving advanced users ultimate flexibility.

Features of the Selection Wizard module include:
  • Drag-and-Drop user interface makes queries fast and easy.
  • Filter templates define available selection criteria.
  • Selection criteria are input using drop-downs, lookups and text.
  • Selection critiera are displayed with English translations.
  • Output templates define tables and fields to select.
  • Table joins and field types are handled automatically.
  • Query preview shows results for the first 100 records.
  • Database governer controls loading on the server.
  • Query outputs can be used for reports, mail, e-mail or exports.
  • Saluations and contact distributions are automatically included.
  • Householding options automatically combine spouse records.
  • Deceased records can automatically be removed.
  • Users can create private queries or share them with others.
  • Comprehensive security controls all database access.
Sample screen shot: Selection Wizard Filter
Sample screen shot: Selection Wizard query preview
Agilon’s powerful Selection Wizard visual query tool makes it quick and easy to query, segment and extract your donor records for any purpose. Selection Wizard enables non-technical fundraisers and staff to directly create database queries and use the results to create customized report content.

Taking it a step further, Agilon’s has uniquely integrated Selection Wizard with the Crystal Reports reporting engine. Now, your segment groups and populations can be linked directly to your favorite report and viewed in real time with your web browser.

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