Data Builder for Perfex CRM 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).
• Design View:
  1. Drag company field from tblclients to the canvas. Rename Alias to “Client Name”.
  2. Drag total and status fields from tblinvoices.
• Filter: Click “Add Filter” -> Select tblinvoices.status -> Operator = -> Value 2 (Overdue).
• Preview: Click the “Run Preview” button to see the data visually on screen.
• Save: Click “Save View”. You can now access this report at /admin/data_builder/runtime/view/client-invoices.

Core Features 1. Visual Builder The builder interface is the core of the module. It features:

• Drag & Drop Canvas: Intuitively arrange your data columns.
• Concatenated Fields: Combine multiple database columns (e.g. First Name + Last Name) into a single virtual field with custom separators. Supports merging fields from different joined tables.
• Smart Table Search: Quickly find database tables by searching for their display name, internal system name (e.g., tblclients), or short name. The module fully supports querying data from core Perfex tables as well as any third-party module tables based on the database schema.
• Field Management: Rename columns with user-friendly Aliases. Toggle visibility to hide ID columns used only for joining/filtering.
• Live Preview: See the results of you r query in real-time as you design.

2. Relationship Manager Data Builder allows you to join tables easily:

• Auto-Detection: The engine scans database foreign keys and naming conventions (e.g. clientid -> userid) to suggest smart joins.
• Custom Relations: Administrators can define custom relationships in the Table Relations menu for tables that don’t share standard naming conventions.
• Join Types: Support for INNER JOIN (only matching records), LEFT JOIN (all from left table), a nd RIGHT JOIN.

3. Advanced Query Logic Create powerful reports with advanced logic:

• Filters: Visual UI for creating WHERE clauses. Supported operators include: Equals (=) / Not Equals (!=), Contains (LIKE), Greater Than (>) / Less Than (<), Between, In List (IN), and Is Null / Is Not Null. Easily combine multiple conditions using AND or OR logical operators.
• Aggregations & Grouping: Summarize your data using SUM, COUNT, AVG, MIN, or MAX functions. Combine this with “Group By” to create summary reports.

4. Runtime Engine The runtime engine executes the saved views securely. It handles:

• Security: All queries are built using CodeIgniter’s Query Builder to prevent SQL injection.
• Pagination: Server-side pagination ensures speedy load times even with thousands of records.
• Exports: Built-in support for exporting complete result sets to CSV or Excel (XLSX).

Security & Permissions Access control is a top priority for data integrity:

• Table Whitelist: Administrators must explicitly allow tables to be queried on the Module Settings page before they become available. Sensitive tables (like tblstaff_password, tbloptions, etc.) should never be whitelisted.
• Role-Based Access: Use Perfex’s native Permission system to control who can View, Manage, or Export data.
• View Scopes: Support for multiple scopes:
  1. Public: Visible to all staff members who have View Builder view permission.
  2. Private: Visible only to the creator of the report.
  3. Shared & Hybrid Logic: Access can be granted to specific roles or individual users. Permissions are merged using independent OR logic: access is granted if (User is explicitly allowed) OR (User’s Role is explicitly allowed).

 

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(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.