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Stonefield Query Reporting for GoldMine

Stonefield Query for GoldMine® is a user-friendly report writing, query, and data mining tool designed specifically for GoldMine. You no longer need to call an IT specialist every time you need a report. Now your sales people, administrative staff, and management can create their own reports in minutes. Stonefield Query for GoldMine can handle virtually all of your reporting needs.

To try Stonefield Query with your own GoldMine data, download a 30-day trial today!
 
The latest version of Stonefield Query for Goldmine is 3.2 (released April 4th 2008). Read more about this release on our blog.

 

GoldMine Specific Features

  • Stonefield Query currently works with GoldMine versions 8.02 and earlier.
  • More than 50 pre-defined reports are available. These reports alone are worth the price of Stonefield Query for GoldMine!
  • All fields (even user-defined fields) appear with the caption you've assigned (global or local label) rather than the field name or 'User-Defined 2'.
  • Fields are organized into logical groups (matching the tabs that appear in GoldMine) rather than their actual tables.
  • Contacts, History, and Details information is displayed as you expect it, rather than in the overloaded tables in which the data is actually stored. For example, sales fields, such as Price and Amount, are displayed correctly as numeric values rather than the character values that are actually stored in the GoldMine database. Email and Web site are displayed as Contacts fields in addition to Details. Doing this in other report writers is either not possible at all or requires very complex SQL SELECT statements.
  • Although forecasted and completed sales records are stored in the Calendar and History files, respectively, Stonefield Query for GoldMine includes Forecasted Sales and Sales History tables, making it much easier to get at sales records without having to filter Calendar or History on the record type.
  • Detail types you've customized (such as assigning headings for Fields 1 - 8 or creating tabs for) in GoldMine appear as separate tables in Stonefield Query for GoldMine, showing only the appropriate information for the detail type rather than all details records. Even better, if you use Details Plus, a GoldMine add-on product from Solica Consulting, Stonefield Query will use the customized headings and data types you specify in Details Plus, allowing you to, for example, properly filter on date values and sum numeric values.
  • If address information for other contact records is blank, the address information for the main contact is automatically displayed.
  • Support for GoldMine 6.0 and later: HTML tags in Calendar and History notes are automatically removed.
  • Pre-defined calculated fields, such as City/State/Zip (combined into a single concise field, handy for labels and envelopes), make it easier to report on the data you want.
  • Stonefield Query can create groups in GoldMine.
  • Multi-Database Support: A single report can be run against each of your GoldMine databases without making changes to the report.
  • Stonefield Query for GoldMine can report on information in QuoteWerks, a quoting system that integrates seamlessly with GoldMine.
Other Stonefield Query Features

  • Choose from four different report types: Quick Reports (row and column layout), Cross-Tabulation Reports (like pivot tables, for analysis), Charts/Graphs (pie, bar, etc.) and Labels (mailing, barcode, etc).
  • Exclusion filters: this allows you to query on the absence of data, such as "give me a list of customers I didn't contact last year" or "give me a list of everyone who did not buy product X". Behind the scenes, Stonefield Query generates a NOT IN subquery, but from the end-user's perspective, it's just as easy as creating a normal filter.
  • Live Links: This allows you to create reports that drill down to other reports (for example, clicking on a customer name to show the sales for that customer) or automatically bring up someone's email address in your email program or Web site in your browser.
  • Output Options: Stonefield Query supports output to comma-delimited (CSV), Image Formats (.bmp, .gif, .jpeg, .png, .tiff), Microsoft Excel® (XLS), Microsoft Word® (DOC), Open Office (Calc & Writer), PDF, Rich Text Format (RTF), Table Format (DBF), Text (.txt), Web Page (HTML), XML, and XPS (.xps).
  • Report Templates: Choose from one of the supplied templates or use the Template Editor to build your own.
  • Report Sample: See a snapshot of what the report looked like the last time you ran it.
  • Report Scheduler: Automate reports that need to go out on a regular basis.
  • Report Preview: See what the report will look like at each step of the report building process. There's no need to save and exit before viewing.
  • Role-based Security: Control access to a single report, group of reports, and/or specific modules by assigning users to groups. This allows you to restrict access to sensitive data.
  • Email Reports: Use a SMTP or MAPI email client to quickly email reports through Stonefield Query.
  • Label Wizard: Select any data in your system and choose from 87 different Avery label formats.
  • Advanced Report Designer: Customize the report layout beyond the report wizard settings using the Advanced Report Designer for complete report control.
  • Allows user to control font, color, alignment, heading, and column width for each field with a mouse click.
  • Allows user to group and sort on any field with a mouse click.
  • Automatically adjust's a fields column width to match the widest amount of data in the column. No time lost adjusting and aligning fields.
  • Unlimited Reports: Create an unlimited number of reports.
  • Favorites: Save frequently used reports into your user-specific Favorites folder for quick access.
  • Customize SQL Select: Stonefield Query automatically generates a SQL Select statement for the report once fields have been selected. Advanced users can customize the statement if desired.
  • Detailed Help File: Read through our detailed online help or our 240+ page PDF reference manual. Topics include Tutorials, Using Stonefield Query, Menu Functions, How To, and Frequently Asked Questions.
 
 
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