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      Use Query Builder

      How to use Query Builder in Report Pro

      Things To Note

      • Query Builder allows you to build your own reports. 

      • Default reports are listed on the left in Report Pro and are sorted by category

      • There are also some reports in your Account Management

      How To

      1. Open your Report Pro software

        1. Select the Tools tab from the report Pro header

        2. Select the Query Builder button from the header menu

          1. From the Query Builder Tool

          2. Select a pre-defined query

          3. Or use the Or Click Here to Define a New Query button

            1. In the Define a New Query pop up window

            2. Give your query a name and description in the appropriate text fields

            3. Select ok to continue

          4. Using the object selection tree on the bottom left, Select the fields you would like your report to contain by expanding the table name and Double Clicking the fields one at a time

              1. For example - I would like to create a report that finds all the customers with the last name "Smith" that have spent over "$100". but have not visited my shop "5" times

                1. You would select the following fields from the object selection tree

                  1. LastName - to find "Smith"

                  2. CustomerLifetimeSales- to find the over "$100"

                  3. CustomerLifetimeVisists - to find not "5" visits

            2. Once you have added all the fields to your report select the Save button

            3. Close the Query Builder Tool

        3. Select the Query Builder button from the header menu

          1. Re-open the report by Double Clicking its name to add, sort, and filter criteria

          2. From the table you created earlier, set the sorting for your report by selecting the Sort Arg dropdown for each field. ASC is ascending order and DESC is descending order

          3. Set the filter criteria for your report by selecting the Criteria button for each field you would like to filter by. Options will be:

            1. Equals

            2. Greater Than/Less Than

            3. Not Equal To

          4. From the Selection criteria Maintenance pop up window

            1. Equals - Select this box to find a certain value.  It can be an integer or string value 

              1. Example 1: I want to find all my customers with the last name "Smith"

                1. Type Smith into the text field

                2. Select OK to save or Cancel to cancel

            2. Greater Than/Less Than - Select this box to find a certain value.  It can be an integer or string value 

              1. Example 1:  I want to find all my customers who spent more than $100

                1. Select the Greater Than Radio button and type 100 into the text field

                2. Select OK to save or Cancel to cancel

            3. Does Not Equal - Select this box to find a certain value. It can be an integer or string value

              1. Example 1: I want to find my customers who have not visited my shop "5" times

                1. Select the Does Not Equal Radio Button and type 5

                2. Select OK to save or Cancel to cancel

            4. You can now either:

              1. Save the report by selecting the Save button

              2. View the report by selecting the View Output button - you can also export the report after you view it

              3. Export the report by selecting the Export to button

              4. Delete the report by selecting the Delete button

              5. Cancel the report by selecting the Cancel button