Client Management Customer Query Builder Customer Query Builder
Customer Query Builder Overview
The Customer Query Builder is a tool that enables SedonaOffice Users to create custom reports based on your company’s data that is stored in the SedonaOffice database. A Customer Query Builder report design builds a SQL query behind the scenes to be able to display selected data. All reports are based on data that relates to Customers, Sites, and Systems. To be able to use this tool effectively, Users should have a good working knowledge of the SedonaOffice application and how data is entered, linked and stored.
This tool is used to produce a list of information based upon the criteria selected by the User when designing the query for the report. The Customer Query Builder does not perform any mathematical calculations. Report query results may be exported to and opened with a spreadsheet type application such as Microsoft Excel, where totals, subtotals or calculations may be added. This reporting tool is referred to as the CQB.
After designing a report query, the User may save the query to be used again in the future. Reports may be printed or exported to a .csv file format which may be opened using Microsoft Excel or any other third-party software application capable of interpreting the .csv file format.
The Customer Query Builder is secured by User Group Permissions; a User may have access to design report queries but may not have the permissions to export or print the report results. The Security for this tool is designed to keep your data safe. System Administrators should think very carefully about possible repercussions prior to granting export and printing permissions to any User.
Once a report is completed and the User is satisfied with the report query design, it may be saved for future use if needed. Report query designs may be saved to a local hard drive or in a public folder on a file server. If other Users will be allowed to generate the report whenever needed, it will typically be saved on a file server in a folder to which the intended Users have access. Just keep in mind if another User is granted access to generate a report they are also able to modify the report query design. If the report query design needs to be preserved, a second Master copy of the report query should be saved in a secure location.