Page 65 - Unanet AE: Administering the System

Query Builder
Advanced applets in Unanet AE leverage the power and flexibility of SQL queries,
where the user can directly query their Unanet AE data.

Query Builder visualizes query writing and dynamically builds Unanet AE-optimized
queries for use in applets like Dashboard Queries Manager, Custom Reports, etc.

Activity 7.3 – Create SQL Queries Using Query Builder
In this activity, you will create an SQL Query using Query Builder.

Activity Steps

1. Navigate to Utilities > Query Builder. The Query Builder applet opens.
2. Select Accounts Receivable from the Datasets drop-down list.
3. Select the check boxes for the following Available Fields:
• Clients: Client Is Active
• Clients: Client Name
• Accounts Receivable: Balance
• Accounts Receivable: Invoice Date
• Accounts Receivable: Invoice No
4. Select the Filters tab.
5. Use the information in the table to create the Filters:
Field ? Value (SQL Format)
Client_Name =
Client_Is_Active = 1
6. Select the Build & Execute button. On the Results tab, the records display for
the query. You can export the query or save as an analytic model.
7. Select the Save As Model button. The Enter Name window opens.
8. Type QBAR in the Enter an Analytic Model Name field.
9. Select the OK button. The Save Successful window opens.
10. Select the OK button.
11. Close the Query Builder applet.
12. Navigate to Utilities > Dashboard Queries Manager. The Dashboard Queries
Manager applet opens.
13. Double-click QBAR in the Query Name list. The QBAR query displays on the
Query tab.
14. Close the Dashboard Queries Manager applet.

Lesson 7: Creating Reports ©2022 Unanet. All rights reserved. 65