Data Queries

Ask in the Minty page or the header panel. Minty answers and opens the right page. Cmd/Ctrl+K does not open Minty. The sidebar Minty item is hidden.

Ask Questions in the Minty Chat

Query templates are searchable only inside Minty.

Example Questions

• "Who are my top 10 donors this year?"
• "How much did we raise last month?"
• "What's our recurring giving total?"
• "Show me donations over $1,000"
• "How many new donors did we get this quarter?"
• "What's our cash balance?"
• "Show unreconciled transactions"
• "Pull my most recent Form 990 from My Files"

Query Template Categories

Minty includes pre-built templates organized by topic. Browse them in the Minty chat UI or paraphrase the same idea in your own words:

• Donor insights: Top donors, lapsed donors, retention, average gift

• Financial: Revenue summaries, fund balances, income statement, balance sheet, AR/AP

• Events: Upcoming events, ticket sales, event revenue

• Marketing: Campaign performance, email and text stats

• Documents: Form 990, W-9, audit files, contracts in My Files

• Goals: Donation goal progress and year-over-year comparisons

Smart Links in Answers

When Minty answers from your data, it often includes navigation links to the full report, donor profile, or tool. Click through for exports, edits, or audit detail Minty does not replace.

Read-Only Queries vs Actions

Minty answers and opens the right page. It does not schedule meetings, log mileage, or create tasks. Finish that work on the matching page. See Minty Actions.

Related: Minty overview, Global Search (people and navigation only—not Minty templates).