Requesting Custom Datasets

Requesting Custom Datasets

To retrieve any data from the system that is not immediately available via a report, we have a standard data-request template.  For example, if you would like a list of sales for the month that are over $10,000 and you would like name of the job, the contact information for the person on-site, and the amount.  You could fill out the columns you'd like and we'll simply pull that data for you.  Generally it is a same-day request. 

If you would like it on a regular basis, for example, you want this report each month, we can easily do that once you've successfully approved the first dataset.  moreover, if you simply want a refresh of an existing dataset, like a list of users and their contact information as of the current date, you can simply submit a help ticket, attach your past data request and request that we simply run it again.

Once a dataset has been retreived, the actual script we use to get the data (SQL) is kept within the data request file, so any of our engineers can run the script and get you your data.  If you are requesting sales or inventory data, this is critical, as we want to be 100% certain that the calculations used in one report are the exact same as in another. 

Simply download the attached template, fill it out and you can get whatever data you'd like.