Session Notes: ShelbyQUERY, the Basics

One of the most frustrating parts of working with Shelby for me is the lack of options in Selections and Listings. There are so many times that I need information in a report that comes from a different module than the one I am in, and S&L just doesn’t give me the option to include that information. Or, it does have the ability but it’ll just take you 20-minutes to figure out how to get it.

So, in comes ShelbyQUERY. With this, I can run SQL statements on my database, using this helpful tool. It is over the heads of most of our people, and there is a definite learning curve. I have a slight advantage because I’ve done so much web programming using MySQL.

I thought it was so funny that the presenter of this session talked about how the user interface is so much more intuitive in this module than in the rest of Shelby. He’s right - the UI is easier to use and more intuitive here. The real funny part to me was in finding out that Shelby didn’t actually program this module - they license it from another company.

Here are a few helpful pieces of information when using ShelbyQUERY. When filtering data through the module, the wildcard is not an asterisk (*) like in the rest of the software. You can’t filter the Smith’s by using Sm*, instead the wildcard in QUERY is the percent sign (%). So, to filter the Smith’s, use Sm%.

Also when filtering, the question mark (?) is no good, instead it must be substituted with an underscore (_).

Finally, here’s some helpful information in understanding Shelby’s tables. For instance, GlobaFile information is not found in the “GF” table, it’s found in the “NA” table. Here’s the list:

AM Expense Amortization   MB Membership
AP Accounts Payable   MG Matching Gifts
AR Accounts Receivable   MI Profiles used in Advanced Search
BR Bank Reconciliation   NA GlobaFile (Names)
CA Cabinet Appointments   NU Check-in
CK Check Express   PO Purchase Order
CM Commemoratives   PR Payroll
CN Contributions   RC Resource Calendar
DH Deposits on Hand   RE Receipting
FA Fixed Assets   RG Registrations
GH Donors and Gifts   RM Remittance
GL General Ledger   SE Servant
IN Inventory   SG Organizations/Groups
IR Insurance and Retirement   SS System Tables
LN Loan Processing   ST Statistics

Happy query’ing to you all!

Related posts

This entry was posted on Thursday, June 14th, 2007 at 11:33 am and is filed under General. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

One Response to “Session Notes: ShelbyQUERY, the Basics”

  1. Kevin McCord Says:
    June 17th, 2007 at 11:19 am

    For ever 1 Selections & Listings reports we now have 2 SQL reports deployed to dashboards. That is in addition to the Intranet reports (Sharepoint). Selectiongs & Listings is used only in three major situations:

    Group Emails
    Bulk Mail & Labels
    Selecting records to update

    I can honestly say that in 7 years of using Shelby no single innovation was better for us than the Dashboard. It literally gave me another 2 years before I have to spend energy or money going to a new system.

Leave a Reply