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Basic actions

Create a new query report

Before creating a query report, you should briefly outline the table you want to create so that you know which columns you need.
To create a new query report, click on the following in the navigation bar: Settings → Query reports → Create Query report

Edit a query report

• In the navigation bar, click on: Settings → Query reports
• Navigate to the relevant query report in the overview table and click on the pencil icon to the right of the blue written name of the query report. Alternatively, you can click directly on the blue written name of the query report.
• Click on the orange edit button in the upper right-hand corner.
• At the bottom of the page, you will then find the options to delete and copy the query report.

Main functions

The main functions of the query report page are divided into the following areas. Each area can be opened by clicking on the respective tab.

Settings - Basic configuration of the query report
SQL - SQL query editor with read access to your data
Chart - Visualization of the data
Export Transformation Code - Editor for JavaScript data transformations
File Format - Settings for export formats
Connections - Connections to interfaces and other export options
AI - AI-supported functions
Impressions - History/log of query report calls

1. Settings

Name: First, assign a name for the query report and then use the following options if desired. (Required field)

Category: Select a suitable category from the “Select category” drop-down menu.
Use the pencil icon to edit categories or create new ones as needed. (optional)

Tags: Add relevant tags. Use the search field to select existing tags or add new ones. (optional)

Navigation bar: Specify in which drop-down menu of the navigation bar this query report should appear. (optional)

• Orders
• Samples
• Customers
  ...

Appears in: In which area should this query report also appear so that it can be accessed quickly? (optional)

• Sample detail view and/or sample overview
• Order detail view and/or order overview
• Customer detail view
• Specification detail view
• Recipe detail view
• Dashboard
  ...

Customer zone: If necessary, configure the settings for the customer zone.

• Option: Display this query report for all customers in the online customer zone. → Activate the checkbox.
  Important: The respective customer can be queried via the variable _CUSTOMER_ID_ in the query report so that each customer only sees their own data.
• Alternative: Display for the following customers in the customer zone. → Select specific customers from the drop-down menu.
  Note: Only customers with an activated customer zone can be selected.

Redirect to: The results of the query report are displayed in table form by default. To select a different display from the following, make a setting here. (optional)

• Sample list
• Sample results table
• Sample results diagram
• Order list
• Recipe list
  ...
  Note: If you leave this field blank, additional display options will be available in the table view.

Who sees this entry: On the right-hand side of the page, you can set who can see the query report.

Description: Brief description to distinguish from other evaluations and understand the purpose. (optional)

PDF template
Enables the query report to be displayed as a PDF using appropriately configured PDF templates.

Default view
By default, the result is displayed as a table.

Update data
Enables automatic updating of master data using a specifically configured REST interface.

Cache time
Set how long the query report result should be cached.

2. SQL query

Enter your SQL query in the field for the SQL query. You can use the examples as a guide or use the web search to find the appropriate SQL command for your query report. You can find some SQL basics in the following guide: SQL Basics

Note: Errors or MySQL syntax errors occur frequently. Usually, a bracket is missing or a comma is missing or there is one too much.
For Parameter columns and Variables in query reports, please refer to these two guides.

With Save, your query report is saved and executed. This should be quick, but may take a little time depending on the complexity of the query.

Results of the evaluation in table form

By default, you can export the table for your query report as Excel, CSV, TXT, or (flat) JSON.

3. Chart

The Chart tab allows to visualize the data determined by the SQL query. This data can be prepared for visualization using variables and displayed as a chart using Highcharts.

4. Export transformation code

The Export transformation code tab contains the JavaScript editor for transforming the data into the desired structure or a specific format. The JavaScript code is normally implemented by your customer support team and is available to you in the Enterprise Cloud operating model if required.

5. File format and 6. Connections

See: Export data from query reports

7. AI

Instructions in progress

8. Impressions

The Impressions tab shows a detailed log of all query reports performed.
Here you will find information on:

• When and by whom the query was executed.
• The query type shows additional information about the type of execution. (Call of the query report page as an HTML table, automatic email export, triggered export, etc.)
• Information on any saved export confirmations.
• Duration / run time
  ...