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Custom Queries

Build Once, See It Everywhere

Every tracker is a table. A custom query is a saved, filtered, formula-driven view of one — or of another query's output — that you can chart on the dashboard, drill into, sort as a full-page grid, or export to Excel with the formulas still live.

Custom Queries — Meridian Fabrication Group
The Custom Queries list for the Meridian Fabrication Group implementation, showing three saved queries with their source, filters and formula fields, each with Run, Open as grid and Export to Excel actions

How it works

Filter, Compute, Chain

A query starts from a source — any raw tracker, or another query's result — and layers filters and formula columns on top.

Filter Any Field

Equals, doesn't equal, greater or less than, contains, is empty, is not empty — against a raw field or a formula column you've defined in the same query.

Formula Columns

Arithmetic, comparisons, IF, ISBLANK, CONCAT, ROUND and more, referencing fields by name with [Field Name]. Compute a column the source table doesn't have.

Chain Queries

Build a query from another query's output — a second pass of filtering or aggregation on an already-shaped result. Cycles are caught before they'd loop.

Preview before you save. Every query shows the row count it resolves to before it's saved, and reordering which columns appear, and in what order, is part of building it — not a separate step.

Where the results go

A Query Is Not Just a List

On the Dashboard

Post a query to the dashboard as a portlet — a table, a bar chart, a line chart or a pie chart, your choice per query. An optional summary (count, sum, average, min or max) rolls the result into a single KPI number instead of a full table.

As a Full-Page Grid

Open any query as its own sortable grid, by any column including the computed ones — safe to sort freely, because a query's output is read-only and never the source data itself.

Drill Into the Source

Click a row in a query result to open the underlying tracker record directly, with its notes, in the same drawer used everywhere else in the product.

Export to Excel, Formulas Intact

A formula column translates to a real Excel formula on export, not a frozen value — open the file and the logic is still there, recalculating if you edit it.

Shared, not personal

A Query Is a Project Object

A saved query isn't a personal view sitting in your browser — it's stored on the project like any tracker, so everyone who opens it sees the same saved queries and the same dashboard portlets.

Today, queries read the source table directly. That means they aren't yet filtered by role the way the rest of the app is — a query can see whatever its source table holds. Query building is available to roles that can already see everything (the account owner and delivery roles), not to Client or Executive roles, until that redaction is in place.

Turn a Filter Into a Chart in Minutes

No separate BI tool, no export-then-pivot. Build it against your own data and post it straight to the dashboard.

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