Client Management Customer Query Builder Customer Query Builder
Customer Query Builder Overview (continued)
When designing a new report query, Users should determine what information is to be displayed on the report. It is helpful to layout on a sheet of paper what the desired results are for the finished report.
Below is a list of questions to consider when designing a report query.
What is the intended use of the report? This will help in deciding which data fields will need to be included in the design of the report query.
What information is needed on the report (which fields in which tables)?
What specific pieces of information are required – only certain types of customers etc.? This will help in creating filter selections for the report query.
How is the report to be sorted? The CQB allows the User to select sorting options for how the report data will be listed.