Query

Once you have installed PE Front Office plugin into excel, you can view and download data without accessing PE Front Office software.

To generate queries and create customized reports, follow the below steps:

1. Log in into PE Front Office.

2. The Query window is the default view as you log in.

3. To raise a query, choose a module from the dropdown list.

3. Based on the chosen module, select fields you wish to extract data from. You can choose multiple fields.

4. If you wish to include comments, check the Include Comments checkbox.

5. If you are looking for specific words or specific records containing those words, you can choose filter option. To add a filter, click on the Add Filter button.

6. The Add Filter window is displayed. Choose the field on which you wish to apply the filter. Choose a filter from the dropdown and enter the value to filter. For example, if you want records whose Deal Stage is Pre IC, you can set the value and the software will populate data based on it. You can apply multiple filters on multiple fields. Click on Add icon () to add filters. Click on the Apply Filter button.

7. Click Run and the chosen fields will be populated into excel based on the applied filters.

8. To save the query for future reference, you can save it as a report. Enter the report name. Click on the Save As Report button.