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
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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:
- Go to the Reports page.
- Go to the Advanced report editor sub page.
Creating a query
- Click the Create button.
- Click to select New Query.
- 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_XXXXUse 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
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To add a parameter to your query:
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The parameters you add will appear under the query.
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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;
- Click the Save button.
To Execute the query:
- Click the Execute button.