Creating queries with the Advanced report editor

The Advanced report editor is available from the LeadApp store, branded as LeadDesk Analytics. You will also need access to the replica database.

The editor lets you create your own queries and dashboards, creating the reports you need in the way you need them. The queries are written using SQL and can be saved, favourited ans executed as needed

This article is not intended to be a guide on creating SQL queries. There is help available in the application, by clicking the ? icon to the right of the Search queries field in the editor. This will take you to a generic knowledgebase for Redash. It should be noted that not all functions described in the knowledgebase are in use by LeadDesk.

Accessing the Advanced report editor

In your Admin account:

1. Go to the Reports page.
2. Go to the Advanced report editor sub page.

Creating a query

1. Click the Create button.
2. Click to select New Query.

3. Type your query. If you use Analyst AI, you can alternatively paste a query you have copied from it.

You will need to use the client ID to select your database. The format of this command is as follows, replacing XXXX with your client ID:

use cc_XXXX

Use the Search schema field on the left to search tables and columns to find keywords to include in your query.

• Click the > next to the keyword in the results to put it into your query.

Adding parameters

To add a parameter to your query: Click the Add parameter button under the query.  Type a Keyword for your parameter. Type a Title. Click the Type drop-down list and select the appropriate type. Click the Add Parameter button.
The parameters you add will appear under the query. Click the cog icon to change the type. Click the fields to give values to the parameters.

Format query

• Click the Format query button  to quickly reformat the query to make it easier to read. 

Live Autocomplete

• Click the Live Autocomplete button to toggle autocomplete on or off. When it is on, you will be offered suggestions as you type. 

Saving and executing the query

To save the query;

1. Click the Save button.

To Execute the query:

1. Click the Execute button.