Overview

Self Service Query is the built-in reporting and data exploration tool in Softbase Evolution. It allows users to retrieve information from the Evolution database and export or analyze the results.

Query results can be:

• Viewed on screen

• Exported to CSV (For use in Excel) or Json

• Saved for reuse

• Shared with other users (with proper permissions)

Accessing Self Service Query

To open Self Service Query:

1. Log in to Softbase Evolution.

2. Navigate to: Reports → Self Service Query

Based on Permissions that have been assigned to your role you will be able to view, create or delete Self Service Queries.

Contact your IT Administrator for assistance with permissions that are located under Roles → Reports → Self Service Query in Evolution.

Self Service Query Interface

The Self Service Query screen contains several key areas.

1. Self Service Query Builder

Used to build or edit your query.

Depending on the mode this may include:

• View selection

• Field selection

• Row Filters

• Thresholds

• Calculated Columns

• Sort Order

• Sharing

• Preview of Results

2. Results Page

Displays the results returned from the query.

You can:

• Sort columns

• Export results

• Copy data

Using Self Service Query

Self Service Query allows users to create queries without knowing SQL by selecting fields and adding filters from to a prebuilt library of views.

Queries can be grouped together for easy access later using the Group field. They can be shared with other users or groups of users by using the sharing feature.

Step 1 – Select a Base View

Choose the view that contains the data you want to analyze.

Examples:

The base view determines what fields are available.

Step 2 – Select Fields

Choose the fields you want to include in your results.

Example:

Fields appear as columns in the results grid.

Step 3 – Add Filters

Filters allow you to limit the records returned.

Example filters:

Common operators include:

• Equals

• Not Equals

• Greater Than

• Less Than

• Contains

Multiple filters can be combined using groups:

• All Conditions (and) – all conditions must match

• Any Condition (or)– any condition may match

Step 4 – Run the Query From Main Self Service Query Search

Click Run Query.

The results will appear in the grid.

You can then:

• Sort by any column

• Export results