Start Selling on VegaDigi
Join 8,000+ creators earning from their digital products. Fill the form — our team will reach out within 24 hours.
Hi there! 👋 I'm your VegaDigi AI assistant.
Ask me anything — find products, compare prices, get recommendations, or learn about our services.
Data Builder — Visual Reporting, REST API GraphQL for Perfex CRM
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 operatio…
- Go to Data Builder > Builder from the side menu.
- Type “View Name” as Client Invoices and “Route” as client-invoices.
- Select Data:Search and add tblclients (Base Table).Search and add tblinvoices. The system will auto-detect the join (tblclients.userid = tblinvoices.clientid).
- Search and add tblclients (Base Table).
- Search and add tblinvoices. The system will auto-detect the join (tblclients.userid = tblinvoices.clientid).
Everything You Need Out of the Box
Carefully crafted features that ship with this product — no extra setup, no hidden costs.
Go to Data Builder > Builder from the side menu.
Type “View Name” as Client Invoices and “Route” as client-invoices.
Select Data
Search and add tblclients (Base Table).Search and add tblinvoices. The system will auto-detect the join (tblclients.userid = tblinvoices.clientid).
Search and add tblclients (Base Table).
Search and add tblinvoices. The system will auto-detect the join (tblclients.userid = tblinvoices.clientid).
Design View
Drag company field from tblclients to the canvas. Rename Alias to “Client Name”.Drag total and status fields from tblinvoices.
Drag company field from tblclients to the canvas. Rename Alias to “Client Name”.
Drag total and status fields from tblinvoices.
Customer Rating
4.7/5 From 237 verified buyersSales
3,137+ Trusted by businesses worldwideSetup Time
< 5 min From download to liveBuilt to Scale & Convert
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:
- Search and add tblclients (Base Table).
- Search and add tblinvoices. The system will auto-detect the join (tblclients.userid = tblinvoices.clientid).
- Design View:
- Drag company field from tblclients to the canvas. Rename Alias to “Client Name”.
- 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.
From Purchase to Launch in 4 Simple Steps
Get up and running in minutes — no fluff, no waiting around.
Purchase Securely
Complete checkout via Razorpay-secured payment.
Instant Download
Files are available immediately in your account.
Quick Setup
Follow the included docs — usually under 5 minutes.
Launch & Grow
Customize, deploy, and scale to your audience.
What Buyers Are Saying
Based on 237 verified reviews
"Excellent quality and instant delivery. The documentation is super clear and setup was a breeze. Highly recommend!"
"Perfect for our use case. Saved us weeks of development time. Support team responded within an hour."
"Clean code, easy to customize. Worth every rupee. Looking forward to future updates."
More from Our Catalog
-85% Php Scripts
Integrated Offline Licensing for Windows – Built with .NET ₹9
-86% Php Scripts
WORKSUITE – HR, CRM and Project Management ₹3
-85% Php Scripts
Trustbob – Business Review And Rating Platform (SAAS) ₹9
-84% Php Scripts
TokenHive – Complete Gamified Crypto Mining Investment Solution ₹3
-85% Php Scripts
JupiterMeet AI Meeting Assistant Addon ₹9Get Data Builder — Visual Reporting, REST API GraphQL for Perfex CRM
Join 3,137+ customers who trust this product to power their business.