Hi,

Does anyone have any good suggestions on how to keep records of which queries or reports were used for what purposes, etc.  I name them as best as I can, but we have so many in our database that sometimes it is hard for me to find the same one again.  And I know most have space to write a short description and they have the date, but I feel like I need a better way to remember what function specifically they were used for in our organization.  If anyone has any ideas I would appreciate hearing them!

 Thanks so much!

Our format tends to be "User Name/Primary User of Query/Export" - "Year" "Short Description"  We find that it helps users find the queries that they use the most often when they look for their name first.

I am the only one that writes queries, exports and reports at my foundation.  I use the Name field to tell me what the query is about. 

Gifts $5000 or more in 2007

Golf Classic 2007 Query

Employee Query

I do not type anything in the Description field.

For Exports I have one export for the Golf Classic and each year I use the same export and just change the query that will be used.

Good news is that with the release of The Raiser's Edge 7.85 (next week!) you'll be able to organize queries into folders. Check out Kevin's blog post for more info.

This might not exactly answer your question but you might find it helpful.  We name our queries starting with our initials, for example CM Annual Fund Gifts.

It makes it much easier to find queries you were working on.