Client Management Customer Query Builder Understanding the CQB Report Query Designer
Understanding the Customer Query Builder
Before attempting to design any report query, it is important to understand the structure of the CQB Design form and how it operates. The CQB Report Query Designer is divided into five major elements which are briefly described below. Follow the links for detailed information on each of these major design elements.
Data Groups – The Data Groups is the primary component of any report. This section is where individual fields are selected that will be included in the final report results. As each Data Group is expanded, a list of all fields available in the Data Group is displayed. Fields may be selected from one or multiple data groups.
Fields to Display – As fields are selected from the Data Groups, they are displayed in this area of the Design form. Fields selected may be moved up or down until the fields are listed in the order in which it is desired they appear on the final report.
Filters – The Filters section allows the User designing the report query to include or exclude data by using built-in operators.
Sorting – This section allows the User to select the order in which the data is displayed on the finished report. Sort options are based on one or more of the fields selected from the Data Group.