Acctivate Query – Turn Raw Data into Answers You Can Use

Your Data, Your Way

Query lets you pick exactly the tables and fields you care about and pull the results into a clean, tabular view, no SQL required. Want to see order totals summarized by customer class? Done. Need shipment counts broken out by state? A few clicks and it’s on your screen.

You control what you see:

• Choose your fields. Select the tables and columns that matter to you and build a custom view of your data.
• Summarize on the fly. Roll results up by row or by column, whether that’s revenue by class, order counts by region, or anything in between.
• Filter with precision. Narrow results down to exactly the records you need.
• Export instantly. Send your results to .csv, .xls, .xlsx, and more, ready to share or drop straight into a spreadsheet.

Save It Once, Use It Forever

Build a query today, save it, and it’s there whenever you need it again. No rebuilding from scratch every time you want the same view of your business. And because access is controlled per user, you decide who can simply view a saved query and who can dig in and edit it.

Need the same view across multiple Acctivate companies? Queries can be exported and imported between them, so a report built once doesn’t have to be built twice.