Advanced Queries

Advanced Queries is a powerful feature in Manager.io allowing you to select, sort, filter, and organize data from any tabular screen. This functionality greatly enhances reporting capabilities and provides nearly unlimited possibilities for customized reports. It is especially valuable when combined with Custom Fields, enabling tailored management of your business data.

How to Access Advanced Queries

To start using Advanced Queries, navigate to the relevant tab with the data you wish to analyze—such as the Sales Invoices tab. Then:

1. Click on the Advanced Queries dropdown located in the top-right corner next to the search box.
2. Choose New Advanced Query from the dropdown menu.

Creating an Advanced Query

When creating a new Advanced Query, you'll see the following fields:

• Name: Enter a descriptive title to easily identify your query later.
• Select: Choose which columns you want to display from the available fields. Use the arrows provided to reorder these columns as needed.
• Where: Set specific filtering parameters to narrow the records shown, such as conditions based on amounts, dates, or text.
• Order by: Define how results will be sorted, such as ascending or descending order by date or total amount.
• Group by: Group your records by specific columns, such as customer or invoice status, to summarize information clearly.

Example: Viewing Invoices Above a Specified Amount

Suppose you want to view invoices greater than $1,000. Follow these steps:

1. Navigate to the Sales Invoices tab.

   Sales Invoices

2. Click on the Advanced Queries dropdown and select New Advanced Query.

   Advanced Queries

   New Advanced Query

3. Complete the fields:

   • Select: Choose relevant columns, for example:

     • Issue date
     • Customer
     • Invoice Amount
     • Status

   • Where: Check the box and select the Invoice Amount field from the dropdown. Set the condition to is more than and enter 1000.

   Create

4. Click Create to save your advanced query.

After clicking Create, you'll automatically return to the Sales Invoices tab. Your newly created Advanced Query will appear selected, displaying only invoices above $1,000.

To further adjust your filter parameters, click the Edit button next to your query name.

Utilizing Advanced Queries with Custom Fields

Maximize the power of Advanced Queries by combining them with Custom Fields. By doing this, you can generate highly personalized reports based on specialized data unique to your operations, such as customer satisfaction ratings, product categories, or service types.

For more information, see the Custom Fields guide.