Overview
Query Builder is a reporting tool that allows you to extract information about almost every aspect of your Ezekia system. In addition to extracting data from the system, Queries are often used to build KPI Dashboards. Note that Query Builder does not return archived information.
Query Builder can be found using the 3-line icon in the top right-hand corner, then select 'Query Builder'.
Your administrators can limit your access to the function entirely, or they can remove access to the Download button. You will only be able to report on records that you are authorised to see. If you have been granted access to the Download button, you can download the results to an Excel spreadsheet.
Tutorial Video
A Tutorial Video on using the Query Builder can be found here.
Query Builder Steps
The query builder screen is split into three steps. You can switch between steps as many times as you want.
1. Build Query
2. View Results/Download
3. Save Query
Step 1: Build Query
This is where you enter the filter requirements for your query (See icon 1, below). You can pick a data area that you want to filter on - your report will be returned as a list of records from that area.
You will then be presented with another selection of fields that you can use in your filter. You can select from many possible fields to query on (2). The 'Add rule' button (3) is used to filter the results further using ANDs and ORs. The cog icon (4) allows you to change the fields in the output (see the Field selection section below). Once you have at least one rule complete, you can run the query with (5).
To aid in the building and testing process, rather than deleting and recreating filters, you can temporarily disable filter fields or groups to see how the change affects the results (6). It is also possible to drag filter fields and groups around to different locations within the filter page (7).
Step 2: View results/Download
This is where the results of the query in step 1 are displayed.
You can drag column headers to reposition them, and click on the heading names to rename them.
1. If you have OpenAI enabled, you will see the OpenAI entry panel.
2. You can change the width of a column by dragging this icon.
3. You can pin columns to the left, so that they will remain visible if you scroll sideways.
4. For Assignments, Opportunities, Lists, Companies and People records, you can select any or all records returned (up to a maximum of 500) to perform bulk actions against. These correspond to the actions available in the main dashboard for that area, so for example, on the People data type, you could add the selected people to a project.
5. Administrators and other authorised users will have a download button. This allows you to download the data in the output panel to Excel. You will receive a link to download the file via email.
6. If you want to save or update the query, click 'Next' to go to step 3.
Step 3: Save Query
This is where you can save a new query, or if you have amended an existing query, you can update the saved version with the changes.
1. You can create a folder structure here to help organise your queries.
2. For new queries, enter the name you want to save it as. Updated queries will display the name of the query you are updating, but you can change it if you wish to save the new version as a separate file.
3. You can optionally enter a description of the query.
4. Administrators can share the query with all users using this checkbox. It will be saved in the 'Firm wide queries' section of the fly-out menu.
Saved Queries Fly-Out Menu
The picture below shows the open panel, with the Personal queries subsection open.
1. Click this icon to open the saved query menu.
2. Firm wide queries are queries that are shared by administrators with all the users at the firm.
3. Shared Queries are queries that have been shared by other users with you.
4. Personal queries are those queries saved by you. They are not visible to anyone else unless you share them.
5. History has a record of every recent query you have run, with the most recent at the top. This is useful if you want to go back to a previous version of the query.
6. This icon indicates that the query is used in a KPI dashboard. Click the icon to open a separate browser tab for the dashboard.
A. Pin the query - it will be made readily accessible without having to open the fly-out menu. Up to 3 queries can be pinned.
B. Move this query into a folder.
C. Copy this query. You will be prompted to give a new name and folder for the copied query.
D. Share this query. You will be prompted to enter the names of the people to share it with.
E. Make this query Firm-wide (admins only).
F. Schedule the report to run at specific times.
G. Amend the query.
H. Delete the query.
Duplicating a Saved Query using "Save As" functionality
If you prefer not to use the Copy function above, you can use a 'save as' approach instead. When opening a saved query from the fly-out menu, it will open in edit mode by default. To create a copy of a saved query instead of updating the existing one, you can use the Cancel Edit button here:
Clicking this will return you to the Build Query step and start a fresh query with all the filters and settings preserved. This is especially useful when you need multiple versions of a complex query with slight variations.
Field Selection Page
If you click the gear icon in step 1, you can add or remove fields to the output. You can select as many fields as you want from the available options in the output.
1. The arrow heads on the left allow you to open that section to reveal more fields.
2. Tick the fields you want to show, and deselect the ones you want to hide. Some fields allow multiple entries to be displayed - for example, each candidate on the assignment - these are limited to a maximum of 20 values.
3. Switch to the 'Sums' tab to add summary information about the record.
Summary Field Selection
This page allows you to select fields that summarise the main record you are working on. In this assignment-based example (below), the number of candidates can be included in the output.
Summary fields are useful as they can be included in KPI dashboards and represented as graphs.
1. Tick the summary fields you want to include. You can select as many as you want.
2. The arrow heads that appear on the right of the field name can be clicked to 'group' the information. Grouping is typically by status, date, or any custom fields of type 'Dropdown'. When a date is selected, you can choose a date interval and date range. The above example will provide 24 extra output fields, showing the invoice amounts that fell into each month. There is an option to have 'dynamic' dates, where the dates move in line with the passing of time.
3. You can opt to include a '1 year comparison' column in your output, which can be either a number or a percentage. If data exists for the record from a year ago, a change figure or percentage will be shown.
4. Switch to the Computed fields tab to add your own computed fields.
Computed Fields
Computed fields allow you to create your own fields from summary fields. Note that date fields can be used in 'time since' and 'time between' operations, in which case you will have the option to choose how the difference is shown in the output (days, weeks, months, quarters or years).
1. Choose the sum computation type (add, subtract, divide, etc).
2. Enter a field name for your new output field.
3. Select the first field from the list of available summary fields.
4. Select the second field from the list of available summary fields.
5. Add more computed fields using the Add button.
Recent Changes (July 2025)
- Bulk operations can now be performed on People, Companies, Assignments, Opportunities and Lists.
- Filter fields and groups now have drag-and-drop functionality.
- A disable/enable function has been added to all filter fields and groups. This, along with the drag-and-drop functionality, is useful when setting up and testing your new queries.
- Group by custom field dropdowns is now available in the Sums field pages
- Pipeline tag grouping is now available on all pipeline tags (not just the latest and highest priority) in the Sums field pages.
- The total number of candidates on the Sum field pages on assignments, lists, opportunities and projects can now be grouped by all candidate status tags.
- Query by custom field 'added at' date has been added as a new filter option.
- Honorific has been added as a new filter option on People records. You can add a filter for a free-text honorific by typing the value into the filter and pressing Enter.
- A 'Copy' function has been added to the saved queries panel.