Data Builder for Perfex CRM

What Poly Data Builder Solves

Data in Perfex CRM lives across many modules. Users need to see related data in one screen — clients ↔ invoices ↔ payments ↔ projects ↔ tasks — while enforcing access control and custom views for each team and staff member. Poly Data Builder delivers exactly that with zero SQL.

Core Features & How-To Guides

Data Builder for Perfex CRM is a visual query builder and custom report creation module designed to solve data fragmentation across core CRM modules. In standard setups, clients, invoices, projects, and tasks exist in separate tables, making cross-module reporting complex. This module enables administrators and staff to combine data sources, define relationships, apply filters, and generate structured views without manual SQL queries.

It is particularly useful for teams that require flexible internal reporting, operational dashboards, or custom data views tailored to specific workflows.

Visual Query Design & Usabilit

Data Builder provides a structured visual environment for designing queries. Instead of manually writing joins and conditions, users interact with a drag-and-drop canvas supported by real-time preview.

Smart table search helps quickly locate core or third-party module tables. Fields can be renamed using aliases, rearranged visually, or combined into concatenated columns. Live preview ensures immediate feedback, reducing iteration time when building reports.

Relationship & Data Logic Control

The system includes automatic foreign key detection to suggest logical joins between tables. When needed, administrators can define custom relationships to support advanced use cases.

Multiple join types—including INNER JOIN, LEFT JOIN, and RIGHT JOIN—allow precise control over how data sets interact. Combined with visual filter builders supporting AND/OR logic and aggregation functions such as SUM, COUNT, AVG, MIN, and MAX, users can construct structured analytical views without direct database manipulation.

Runtime Engine & Data Handling

Built on CodeIgniter 3 Query Builder, Data Builder executes queries using structured, secure methods to reduce SQL injection risks. Server-side pagination ensures performance even when handling large data sets.

Generated views can be exported to CSV or Excel (XLSX), making it easier to share reports externally or integrate them into other workflows.

Each saved view is accessible via a dedicated runtime route, allowing consistent and repeatable data access across teams.

Security & Access Management

Data access remains controlled through multiple layers. Administrators can define a table whitelist to restrict which database tables are available inside the builder.

Role-based permissions integrate with native Perfex access control, supporting View, Manage, and Export rights. Views can be configured as Public, Private, Shared, or Hybrid, ensuring that sensitive data remains accessible only to authorized users.