Enquiries

What are Enquiries?

Enquiries are a suite of reports that allow real time reports to be produced from within the iplicit application.
There are more than 500 pre-built Enquiries that produce standard reports across a wide range of data.
There is also an ability to create custom reports that can be either based on an existing Enquiry or completely new in structure.
The Enquiries are grouped by type (e.g. Assets, Debt, etc) and these can be browsed from the group column or searched by name using the search filter.

How do you view Enquiries?

View Enquiries

Select Analytics / Enquiries from the Main section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or from the Main Menu select Analytics then Enquiries -

or enter Enquiries in the Quick Launch Side Menu.

This will then show the Enquiries on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

How do you run an Enquiry?

Run Enquiries

Select Enquiries from one of the options as shown above in View Enquiries.
Select and open one of the pre-defined Enquiries, e.g. Billing schedule.
Depending on the Enquiry selected will depend on the number of tabs that show.
Results will automatically be produced.
Normal data export to Excel available via icon.
Normal expand row and columns options using and icons.
Normal filter options available using icon.
Although pre-defined, you have the option of adding/removing data by selecting the icon.
- Add or remove Rows. Pull row options from left hand column and drag to Rows.
  
  If available, select the icon to show totals on the Enquiry.
- Add or remove Columns. Pull column options from left hand column and drag to Columns.
  
  If available, select the icon to show totals on the Enquiry.
- Selecting the with export to Excel.
- To delete all your changes, select the Reset to Default icon.
  
  Note
  
  Any changes made to a pre-defined Enquiry will remain unless the Set to default icon is selected.

How do you create a custom Enquiry from an existing Enquiry?

Custom Enquiry from an existing Enquiry

Select Enquiries from one of the options as shown above in View Enquiries.
Select and open one of the pre-defined Enquiries that you want to Copy, e.g. Billing schedule.
Select Copy.
This will create a template with the same information that was on the copied Enquiry.
Enter a new valid Description.

Auto refresh: ticking this box will automatically refresh data when you open the Enquiry. Some Enquiries may take a long time to update, so unticking this option will prevent any update and will need to be done manually.
Make any changes/additions to your Enquiry.
- Analytic Groups: Select the Analytic group/s.
- Permissions: Enter Attribute operations.
- User Sharing: If left blank anybody can run the Enquiry. If User Accounts are entered, only those can see and run the Enquiry - as long as they have the correct User Permissions
- Linked Attribute: Where you want to see the Enquiry. e.g. Purchase Invoice - this will then show in the Analytics link Purchase Invoice.
Select Create once everything has been added.

How do you create a new Enquiry from a Template?

Create new Enquiry from a Template

Select Enquiries from one of the options as shown above in Viewing Enquiries.
Selecting New will take you to the Enquiry templates menu.
This will display all the available Enquiry Templates, grouped in Analytic groups.
Select the Enquiry template to use to create the new Enquiry e.g. Trial Balance (TB).

Note

Category: Shows all the Analytic groups that this template is in.
Select Activate.
A Create new enquiry screen will now show to enable details to be added ready to create the new Enquiry.
- Description: The template name will be used as the description but it is possible to change to a more meaningful name.
- Available to: Further limit the Users that this Enquiry is available to.
  
  Note
  
  These are to make more specific permissions to those set on the original template.
  
  Only Users within these original template permissions option will show in the Available to dropdown list.
Customisation tab.

Any attributes that need to be shown here need to be entered into the Enquiry tab on the original template. e.g.

<Option Type="PostingField" Name="PostingField" SourceRef="db"/> <Option Type="CustomField" Name="CustomField" SourceRef="db"/>

This will then display the following in the Customisation tab.

If no attribute lines are present in the original template, then no options will show implying customise it to that degree is not required.
- Posting Fields: Ticking will open a box to enter a valid posting field via the icon, selected from those available in that environment. Unticking and the box with disappear.
- Custom Fields: Ticking will open a box to enter a valid custom field via the icon, selected from those available in that environment. Unticking and the box will disappear.
If Posting Fields and/or Custom Fields have been selected, these will then show as valid fields on the Layouts.
- For example, for a Template with a Layout named Grid ...
  
  ... and only two fields showing in properties ...
  
  ... only these two fields will show in the Grid Layout when creating a new Enquiry.
  
  Adding Posting Fields and/or Custom Fields ...
  
  .. will add these fields and make them available in any Layouts.
Layouts tab.
- Any Layouts that are on the original template ...
  
  ... will show on this tab and, by default, will be automatically ticked.
- The Customer can untick them if they want.
- Selecting any of these Layouts presents the following options -
  - or will move the selected Layout up or down.
  - will delete highlighted Layout only if it is not one of the default Layouts from the original template.
  - Selecting the opens up more options.
    
    Copy: Copy selected Layout.
    
    Rename: Rename selected Layout.
    
    Reset all: Resets all Layouts back to the default template Layouts.
- Selecting a Layout allows you to drag and drop fields to Rows, Columns or Data to create the Enquiry required.

How do you create a new custom Enquiry?

Create a new custom Enquiry

Warning

The preferred method to create a new Enquiry is to use a pre-defined Enquiry template, as detailed in the previous section.

Select Enquiries from one of the options as shown above in Viewing Enquiries.
To create an enquiry without using a template, select + Create new from the download option.
Enter fields as per Custom Enquiry from an existing Enquiry above.
Select Create once everything has been added.

Updated April 2025