Create Opportunity Query type

There's no way to pull a list of opportunities in a query! You can only pull a constituent/individual/organization query with opportunities information. However, you can pull an Opportunity list in NXT, but you can't save it as a static query. This would make it much easier for administrators to do opportunity clean up, and maybe would allow for global changes and global deleting of opportunities without the need for importing?


Since query is moving to NXT in the next couple months, please include this in the updates! Thank you!

  • Dolan Cassidy
  • Jul 24 2024
  • Reviewed: Voting Open
Opportunities
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  • Tiffany Harder commented
    12 May 13:23

    Definitely - I just tried 4 different ways to mass add solicitors to open opportunities and there is no way - definitely need a query type or at the very least the ability to query by the opportunity system ID on a constituent query and output the opportunity import ID.

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  • Teddi Taylor commented
    13 Apr 16:08

    Yes! Please let us create Opportunity queries! The filters for Opportunity Lists are too limited to get granular. I need to be able to analyze opportunities based on Opportunity Name.

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  • Kellie Dentler commented
    August 11, 2025 14:43

    I am surprised an opportunity query type does not exist. Our org really needs to be able to report different metrics on Opportunities - by fundraiser, status, totals asked/expected, date and amounts funded, etc. Opportunity lists are helpful but don't offer enough to allow reporting. The Work Center is helpful but doesn't offer enough for reporting either. The standard reports are helpful as well, but don't provide all that we need either.

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