Stonefield Query has the following features:

  • Powerful query and reporting tool designed with the end-user in mind. Design reports in minutes, not hours or days.

  • Simple wizard-based interface. After selecting a report from the list of available reports, you can select the sort order, enter filter conditions, and specify where the output goes (printer, spreadsheet, PDF file, screen preview, etc.).

  • Descriptive names for all fields and tables rather than cryptic names and symbols. Descriptive operators such as "equals" and "greater than" instead of "=" and ">."

  • Handles complex joins between tables automatically.

  • When you create a report, you can specify whether other users can change the filter conditions or the way it's sorted. You can even define reports that are only accessible to specific users.

  • Create great-looking charts and gauges, either by themselves or included in other reports.

  • Display dynamic dashboards of important information you need to run your business.

  • The Formula Editor allows you to define your own custom calculations to use in any report.

  • Templates give your reports a common appearance, such as following corporate style guidelines.

  • Easily create labels, including mailing labels, product labels, or barcode labels, without worrying about field positioning or label dimensions. All the common Avery label sizes are built-in.

  • Drill down from a report to see details.

  • Click the values button to get a list of all possible values for any field.

  • Control font, color, alignment, heading, and column width for each field. Group on any field with a mouse click.

  • Automatically adjusts column widths to match the data in the column.

  • The Advanced Report Designer allows you to lay out the report exactly as you want, including company logos, lines, boxes, etc.

  • Output to Microsoft Excel, PDF, HTML, Microsoft Word, comma-delimited, or other types of files. You can also email reports.

  • Knows your data. You don't have to know how your data is stored or how tables are joined (you don't even have to know what a "join" is).

  • Schedule reports to run at any time you need.

  • Import reports so you can use report layouts designed by other users or consultants.

  • Export reports so you can share report layouts with other users.

  • Display "real" table and field names so it's easier to locate the table or field you want if you're familiar with these names.

In addition to these features, Stonefield Query for GoldMine has the following special features:

  • Stonefield Query works with GoldMine versions 2018 and earlier.

  • All fields (even user-defined fields) appear with the caption you've assigned (global or local label) rather than the field name or "User-Defined 2."

  • Fields are organized into logical groups (matching the tabs that appear in GoldMine) rather than their actual tables.

  • Contacts, History, and Details information is displayed as you expect it, rather than in the overloaded tables in which the data is actually stored. For example, sales fields, such as Price and Amount, are displayed correctly as numeric values rather than the character values that are actually stored in the GoldMine database. Email and Web site are displayed as Contacts fields in addition to Details. Doing this in other report writers requires very complex SQL SELECT statements.

  • Although forecasted and completed sales records are stored in the Calendar and History files, respectively, Stonefield Query includes Forecasted Sales and Sales History tables, making it much easier to get at sales records without having to filter Calendar or History on the record type.

  • Detail types you've customized (such as assigning headings for fields 1 - 12 or creating tabs) in GoldMine appear as separate tables in Stonefield Query, showing only the appropriate information for the detail type rather than all details records. Even better, if you use Details Plus, a GoldMine add-on product from Clew Consulting, Stonefield Query will use the customized headings and data types you specify in Details Plus, allowing you to, for example, properly filter on date values and sum numeric values.

  • If address information for other contact records is blank, the address information for the main contact is automatically displayed.

  • Pre-defined calculated fields, such as City/State/Zip (combined into a single concise field, handy for labels and envelopes), make it easier to report on the data you want.

  • Stonefield Query can create groups in GoldMine.

  • You can link a field in a report to GoldMine so clicking on that field automatically moves GoldMine to the selected contact record.

  • Stonefield Query can show the selected contact's location as a pushpin in Google Maps.

  • Stonefield Query can report on information in QuoteWerks, a quoting system that integrates seamlessly with GoldMine.

© Stonefield Software Inc., 2018 • Updated: 11/19/18
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