ClientManagerBlazor · How To

Query Builder

A visual, no-SQL way to ask any question against your own data — pick a table, pick columns, build filters by clicking, run it.

Getting access

Side menu → Utilities → Query Builder. This one needs an explicit grant under Roles & Permissions — being an Administrator doesn't turn it on automatically, the same as Franchise Dashboard and the QuickBooks admin screens.

Pick a table and columns

Choose from a curated list of your real business tables — Projects, Companies, People, Invoices, Payments, Leads, Employees, and more — then check off the columns you want in the result.

Build your filter visually

Drag and drop conditions with AND/OR logic — no query language to learn. Set a Max Records cap (up to 5,000), then run it.

Print or export the result

Results land in a sortable, pageable grid with Print List and Export to Excel right above it — take the answer with you.

This is a read-only lookup tool — there's no way to edit or delete data from here, only view and export it. It's also strictly scoped to your own tenant's data, regardless of which table you pick.

Have a suggestion for this page, or something you'd expect it to do that it doesn't yet? Submit a ticket or suggestion — we read every one.