Data Builder — Visual Reporting, REST API & GraphQL for Perfex CRM 2.3.0

Create cross-module reports inside Perfex CRM without writing SQL. Data Builder provides visual tools for combining tables, filtering records, and generating custom data views from a single interface. Teams gain faster access to operational insights while keeping reporting workflows simple and controlled.

Data Builder is a visual query builder and custom reporting module designed for Perfex CRM. It allows administrators and staff to combine data from multiple CRM modules and generate structured views, reports, or dashboards without manually writing SQL queries.

In many CRM environments, important data such as clients, invoices, tasks, or projects resides in separate database tables. Data Builder addresses this limitation by offering a visual environment where users can join tables, apply filters, and build structured data outputs that can be viewed or exported. This approach helps teams produce cross-module insights while maintaining a manageable reporting workflow.

Quick Start

Follow these simple steps to build a “Client Invoice Report”:

• Go to Data Builder > Builder from the side menu.
• Type “View Name” as Client Invoices and “Route” as client-invoices.
• Select Data:

1. Search and add tblclients (Base Table).
2. Search and add tblinvoices. The system will auto-detect the join (tblclients.userid = tblinvoices.clientid).