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BaseBuilders Knowledge Base

BaseBuilders Knowledge Base

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Getting Started - an introduction to new users

Jumping to Related Records

You can navigate to related records quite easily. This is a feature that is unique and can be very powerful for users.

Overview

When you are on a list view of records, you can jump to related records from other modules. Doing so will retrieve the related records for all records in your current list view.

Example: If you are in projects with a found set of records, you can jump to Invoices and view all invoices for the set of projects you were browsing. Each module will have a different list of available jumps. Here are the jump options for projects.

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Related Articles

Creating and Using Saved Reports

Saved Reports allow you to build a report once and run it again and again with a single click. Unlike Quick Reports, Saved Reports store their own queries, column sets, and summaries—making them ideal for payroll, billing, and recurring internal reviews.This article explains how Saved Reports work and walks through creating, running, and editing them.

Quick Search

Need to find a record right now? Use our quick search feature.

Running Quick Reports

Quick Reports let you turn any list view into a printable or downloadable report in just a few clicks. You can run them from time reports, projects, invoices, consultants, and many other areas of the system.This article explains how Quick Reports work and how to generate one using queries and column sets.

Building and Using Queries

Queries let you decide exactly which records you’re viewing in any module. You can think of queries as saved searches that pull the right data from the database—whether you’re working with companies, contacts, projects, time, invoices, or more. This article explains how queries work, how to build them, and how to save and reuse them.

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