Data Builder for Perfex CRM

Note: This Add-on functions as a module for Perfex CRM
Click here to view the Changelog & Tasks in Progress

Live Demo

Site: https://databuilder.polyxgo.com/admin

Create cross-module reports inside Perfex CRM without writing SQL.
Data Builder provides visual tools for combining tables, filtering records, and generating custom data views from a single interface. Teams gain faster access to operational insights while keeping reporting workflows simple and controlled.

Data Builder is a visual query builder and custom reporting module designed for Perfex CRM. It allows administrators and staff to combine data from multiple CRM modules and generate structured views, reports, or dashboards without manually writing SQL queries.

In many CRM environments, important data such as clients, invoices, tasks, or projects resides in separate database tables. Data Builder addresses this limitation by offering a visual environment where users can join tables, apply filters, and build structured data outputs that can be viewed or exported. This approach helps teams produce cross-module insights while maintaining a manageable reporting workflow.

Quick Start

Follow these simple steps to build a “Client Invoice Report”:

• Go to Data Builder > Builder from the side menu.
• Type “View Name” as Client Invoices and “Route” as client-invoices.
• Select Data:
  1. Search and add tblclients (Base Table).
  2. Search and add tblinvoices. The system will auto-detect the join (tblclients.userid = tblinvoices.clientid).
• Design View:
  1. Drag company field from tblclients to the canvas. Rename Alias to “Client Name”.
  2. Drag total and status fields from tblinvoices.
• Filter: Click “Add Filter” -> Select tblinvoices.status -> Operator = -> Value 2 (Overdue).
• Preview: Click the “Run Preview” button to see the data visually on screen.
• Save: Click “Save View”. You can now access this report at /admin/data_builder/runtime/view/client-invoices.

Core Features

1. Visual Builder

The builder interface is the core of the module. It features:

• Drag & Drop Canvas: Intuitively arrange your data columns.
• Concatenated Fields: Combine multiple database columns (e.g. First Name + Last Name) into a single virtual field with custom separators. Supports merging fields from different joined tables.
• Smart Table Search: Quickly find database tables by searching for their display name, internal system name (e.g., tblclients), or short name. The module fully supports querying data from core Perfex tables as well as any third-party module tables based on the database schema.
• Field Management: Rename columns with user-friendly Aliases. Toggle visibility to hide ID columns used only for joining/filtering.
• Live Preview: See the results of you r query in real-time as you design.

2. Relationship Manager

Data Builder allows you to join tables easily:

• Auto-Detection: The engine scans database foreign keys and naming conventions (e.g. clientid -> userid) to suggest smart joins.
• Custom Relations: Administrators can define custom relationships in the Table Relations menu for tables that don’t share standard naming conventions.
• Join Types: Support for INNER JOIN (only matching records), LEFT JOIN (all from left table), a nd RIGHT JOIN.

3. Advanced Query Logic

Create powerful reports with advanced logic:

• Filters: Visual UI for creating WHERE clauses. Supported operators include: Equals (=) / Not Equals (!=), Contains (LIKE), Greater Than (>) / Less Than (<), Between, In List (IN), and Is Null / Is Not Null. Easily combine multiple conditions using AND or OR logical operators.
• Aggregations & Grouping: Summarize your data using SUM, COUNT, AVG, MIN, or MAX functions. Combine this with “Group By” to create summary reports.

4. Runtime Engine

The runtime engine executes the saved views securely. It handles:

• Security: All queries are built using CodeIgniter’s Query Builder to prevent SQL injection.
• Pagination: Server-side pagination ensures speedy load times even with thousands of records.
• Exports: Built-in support for exporting complete result sets to CSV or Excel (XLSX).

Security & Permissions

Access control is a top priority for data integrity:

• Table Whitelist: Administrators must explicitly allow tables to be queried on the Module Settings page before they become available. Sensitive tables (like tblstaff_password, tbloptions, etc.) should never be whitelisted.
• Role-Based Access: Use Perfex’s native Permission system to control who can View, Manage, or Export data.
• View Scopes: Support for multiple scopes:
  1. Public: Visible to all staff members who have View Builder view permission.
  2. Private: Visible only to the creator of the report.
  3. Shared & Hybrid Logic: Access can be granted to specific roles or individual users. Permissions are merged using independent OR logic: access is granted if (User is explicitly allowed) OR (User’s Role is explicitly allowed).

Documentation & Support

The downloaded package includes a complete installation guide and feature documentation so you can configure Data Builder quickly.

For assistance, submit a support ticket through the Codecanyon comment section. Our team responds as soon as possible with detailed guidance.

Changes

NOTE: Minimum PerfexCRM version required is 3.2.0
P/S: In case you encounter any conflicts during usage, please leave feedback or contact me at [email protected]. I will support you right away! Thanks.

-------- Version 1.0.0 (March 10, 2026) --------
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