The Problem Every Perfex CRM Team Faces
Your CRM is full of valuable data — clients, invoices, payments, projects, tasks, leads, proposals, contracts. But that data lives in separate tables, disconnected from each other.
When your manager asks “Which sales agent generated the most revenue this quarter?”, the answer requires joining three tables, writing SQL, and exporting to Excel. That means calling a developer, waiting hours or days, and hoping the query is correct.
This is the reporting bottleneck. Every new question requires a new custom query. Business teams depend on developers for basic operational visibility.
What If Business Teams Could Build Their Own Reports?
Data Builder for Perfex CRM eliminates the SQL dependency entirely. It provides a visual drag-and-drop builder that lets anyone — not just developers — create sophisticated cross-module reports in minutes.
Here’s how it works:
Templates: Don’t Start From Scratch
Data Builder includes pre-built report templates for common business needs:
- Daily Sales by Invoice Item
- Monthly / Quarterly / Half-Year Sales Reports
- Custom templates you create and save for reuse
Template Groups allow you to organize these templates by business domain (e.g., Sales, HR, Operations), keeping large catalogs organized. Templates support Dynamic Date Macros like {{CURDATE}}, {{CURDATE-7}}, {{CURYEAR_Q1}} — so your “This Week’s Sales” report always shows current data without manual date changes.
JSON Export & Import Portability
Built a complex report configuration? You don't need to rebuild it if you manage multiple CRM instances. Data Builder includes Export / Import JSON functionality for views and templates. This enables true portability—allowing you to design a report in a staging environment and import the JSON configuration directly into your production CRM, or share report templates across different companies.
Advanced Query Power, Zero SQL Knowledge
Behind the visual interface, Data Builder generates optimized SQL queries using CodeIgniter’s Query Builder (preventing SQL injection). You get enterprise-grade query capabilities:
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Complex WHERE/HAVING/GROUP BY logic
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Advanced operators: BETWEEN, IS NULL, IS NOT NULL, IN, LIKE
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Aggregations: SUM, COUNT, AVG, MIN, MAX
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Total/Summary footer rows in reports
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Sorting by multiple columns with direction control
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Default filters that auto-apply when viewing reports
From Data Tables to Business Decisions
This isn’t about making charts. It’s about giving business teams direct access to the intelligence locked inside their CRM — without creating developer dependencies.
Build once. Share with your team. Update automatically. That’s operational reporting done right.
Get Started
Data Builder works as a module for Perfex CRM 3.0.0+. Install, whitelist your tables, and build your first report in under 5 minutes.
No code. No waiting. No bottleneck.