RB User Guide > Tools > Query Maker

Creating custom reports

RB9 only

If RB9’s search critera do not include filters you want, make your own simple reports using any field(s) in a single table. For example, if you want to see all contacts in your RB9 database from several cities, specify search conditions, and RB9 constructs the proper SQL statements to return the results from the Contacts table. You can export the report to save it, and you can save the query itself to use again later.

Instead of starting from scratch each time to create queries, you can use an existing query as a base, either one saved in your company’s RB9 database or one published in the Query Gallery. Modify as needed and save as a new query to use again.

1. Tools > Query Maker
2. To:
• Use a saved query: see Using previously-saved queries.
• Use a published query: see Using published queries.
• Create a report from scratch: In the Data Set drop-down of the Query Maker window, select the table that contains the fields you want to include in a report.
3. All fields in the table are selected in the Columns pane to appear as columns in your report by default. If you do not want all fields to appear in your report, either:

• Uncheck fields one at a time.
• Uncheck the Show box, then check only the fields you want to appear.
1. In the Conditions pane, start a query by selecting a data field in the Column drop-down.
2. Choose a filter in the Operator drop-down.
3. Enter the unique condition you want to use with the operator in Condition.
4. Click Execute. RB9 returns the results of your query. To:
   • Start over, click Clear.
   • Return more targeted results, see Setting multiple query conditions.
   • Export your report to Excel or as a generic CSV (comma separated values) file, see Exporting & printing results.
   • Save your query to re-use later, see Saving queries.
   • Share your query with other RB9 users, see Publishing your queries.

NOTE: View report using combined tables

Options in Data Set allow you to create reports from more than one table:

• The Firm+Contact dataset combines the Firm and Contact tables so you can create reports using fields from both tables. With the Firm+Contact View, you can create a report listing all the contacts with the firm address instead of their home addresses, for example.
• The Invoices+Jobs+Cases dataset combines the Invoices, Jobs, and Cases tables for reports. With the Invoices+Jobs+Cases View, you can run a query for invoices that includes associated case numbers, for example.

Reference

• Database
• SQL
• Operators
• Query Gallery

Step-by-step instructions

• Setting multiple query conditions
• Exporting & printing results
• Saving queries
• Publishing your queries
• Using previously-saved queries
• Using published queries