Introduction to Advanced Inquiry

Introduction to Advanced Inquiry

Advanced inquiry is a tool that comes with Beyond that allows you to pull on almost any data in your system.  The goal with Advanced Inquiry is not only to allow you to pull your data and review but to make mass changes or run events like actions on accounts. 


To get to Advanced Inquiry you will open up the inquiry tab as if you were looking for an accounts. 



If this is your first time opening Advanced Inquiry it will rebuild table definitions. It will sometimes need to rebuild table definitions after and update. All this is doing is looking for new tables that may be been added with and update or added by the user with Table Builder. 



Once the database has been generated you have a few options. 







First option allows you to start a blank query open. You can only have one query open inquiry tab but you can have multiple inquiry tabs open. 



Second option allows you open past reports that may have been saved. 



Third option is to save the query you are working on. 


Forth option is Save As. This options is for when you want to take a saved report and want to save it again but as a different name and not overwrite the report you opened. 



Fifth option is delete. If you open a report this option will un-gray out and you can delete the report from the other saved queries. Not able to undo any delete queries. 






Sixth option is lightning bolt icon, this is to run a query directly to the main inquiry screen. Use this option if you wish to pull account up accounts in a list form. 



Below is a screenshot of what the lightning bolt icon will do. This will dump it to a list where you can double click the accounts and jump right into that account. 



Seventh option allows you preview the data and do custom sorting on that data. Use this option instead of the lightning bolt to review your data. 











Eighth option is for adjusting query properties.  Only option to ever touch in here is Record Limit and only if you are testing a long running query. This option says to stop after X amount of records. 


Ninth option is to rebuild table definitions like it does on the first time ever bringing up Advanced Inquiry.