NetLoan - Query Reports Overview
NetLoan - Query Reports Overview
Overview
Query Reports are SQL-backed NetLoan reports built to handle higher data volumes with fewer timeouts than older scripted reports. You access them from NetLoan > Reports > Query Reports, which opens a page listing every query report available in your account. This article explains what query reports are and points you to the guides for creating a report, creating one with the AI Assistant, opening and running one, and adding custom filters.
Prerequisites
- Standard NetLoan access with permission to view the Reports area.
- At least one query report must exist in your account before there is anything to open or filter. Netgain provides a set of out-of-the-box query reports, and you can also create your own. Because each report is driven by a SQL query, you can build custom reports yourself or enlist a NetSuite partner with query expertise to help. See Create a New Query Report for how the report record is configured.
Use Cases
Create a new query report
Set up a NetLoan Report record with its Report Type set to Query so the report becomes available under NetLoan > Reports > Query Reports. This covers configuring the report record, including the Pagination Cutoff for high-volume data, and assumes the SQL query has already been provided. If you'd rather not write the query yourself, the AI Assistant can generate it for you. See the next use case.
NetLoan - Create a New Query Report
Create a query report with the AI Assistant
Describe the report you want in plain language in the AI Assistant sidebar on the Query Reports page. The assistant writes the SQL query, saves the report, runs it in place, and changes the columns, filters, grouping, or sorting based on your follow-ups. It can also explain the results of the report on screen.
NetLoan - Create a Query Report with the AI Assistant
Open and run a query report
Open an existing report from the Query Reports page, apply standard and custom filters, and view, preview, or schedule an export of the results. This is the day-to-day task most users perform.
NetLoan - Open and Run a Query Report
Add a custom filter to a query report
Configure a custom filter, choose which report(s) it appears on, and confirm the report's query exposes the field you want to filter on. Use this to extend a report's filtering beyond the standard filter set.
NetLoan - Add a Custom Filter to a Query Report
Considerations
A custom filter only changes results if the report's underlying SQL query includes the field being filtered. If the field isn't in the query, the filter still appears but has no effect. See Add a Custom Filter to a Query Report for details.
For very large result sets, the Pagination Cutoff on the report record controls how results are batched across pages, which is what keeps high-volume reports from timing out.
