What you can do with query results

The results of a query aren’t just a list to look at; they’re a selection of people you can act on. The ‘Tasks’ button on your results opens everything from mailings to spreadsheet exports to group management, and this guide tours what’s there.

Using your results

1. Run your query, then open Tasks on the results.
2. To communicate: ‘Send a Mailing’ launches the mailing wizard for your selection, while ‘Set Mailing Channel Preferences’ and ‘Set Consent’ update preferences and consent in bulk, with the change recorded permanently on each person’s record; see how to see and manage people’s consent.
3. To get the data out: export the results as a CSV spreadsheet, print a PDF of the list, or print PDF labels laid out for sticky sheets, envelopes sorted in one go. Set your columns first, because they decide what the export contains; there’s more on labels and phone lists in how to print address labels and phone lists.
4. To track change over time: ‘Save these results’ keeps a snapshot, and ‘Compare these results with another result set’ shows you what’s different, handy for who’s new since last term.
5. To organise: ‘Grant Group Memberships’ adds everyone in the results to a group you choose (a leaders list becomes a training group in two clicks), and ‘Revoke Group Memberships’ is its opposite.
6. For account admin: enable or disable login access for the selection, set their age category, or use the ‘Family Actions’ tasks to swap children for the adults in their family, the trick behind emailing the parents of a children’s group.

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Good to know

• Enabling login access doesn’t send anyone their login details; the task tells you on screen how to issue those separately.
• The strongest pattern in Hubb is a saved query plus a saved mailing template: the question and the answer both written once, then rerun forever. Tracking DBS expiry dates shows it end to end.
• Ticking individual rows before opening a task lets you act on part of the results rather than all of them.