Overview

Query Builder is a reporting tool that allows you to extract information about almost every aspect of your Ezekia system.  As well as extracting data from the system, Queries are often used to build KPI Dashboards. 

Note that archived information is not returned by Query Builder.


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 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). 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 get 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).


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. 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 be sent a link to download the file in your email.

5. If you want to save or update the query, click 'Next' to go to step 3.


Step 3: View results/Download

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 have the name of the query you are updating, but you can change it if you want to save the new version as a new 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 opened. 


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. Share this query. You will be prompted to enter the names of the people to share it with.

D. Make this query Firm-wide (admins only).

E. Schedule the report to run at specific times.

F. Amend the query.

G. Delete the query.



Duplicating a Saved Query (Editing with "Save As" Functionality)

When opening a saved query from the Fly Out Menu, it will open in edit mode by default. However, if you want 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.

To duplicate a query:

  1. Open the saved query you wish to copy from the fly-out menu.
  2. Once the query is open, click the Cancel Edit button in the top right corner.
  3. This will return you to the build query step with all filters and settings preserved.
  4. From there, make any necessary changes to the query if needed, or proceed directly to Step 3 to save it under a new name. This will create a new version without overwriting the original.

This method allows you to efficiently reuse and adapt existing queries while preserving the original version.


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 in the output from those available.



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 shown - 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 usually by status or by date.  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 (April 2025)

  • New Project data area added. This allows you to query all project types in one query.
  • Rename column headers.
  • Resequence columns into any order.
  • Resize columns.
  • Pin a column so that it always stays visible when you scroll sideways. 
  • People Headline added as an output field.
  • "Exact match" filter added for most data types. This allows you to search for and pick a specific record, rather than entering the name of a record.
  • Start / end month 'unknown' filter for people positions relationship search.
  • Added an identifier to the Query Builder to show that a query is being used in a dashboard.
  • Update a query without having to select it with the pencil firm.
  • Added Company Address as query field
  • Firm users - add sum for all meetings (this includes organised + attended meetings).
  • Added person preferred names to output fields.
  • Added new attendee name & attendee email to meetings that can be queried as a string.
  • Add Person Form Sent at date as query field
  • When a project or company status is added, the date of the change is saved, and is available in Query Builder. This allows you to calculate time since the status was added in the computed section