How to Run a Query in Fishbowl

When You'd Need This

If you're reading this, it's probably because our support team is working through an issue with you and we've sent you a SQL query to run. Don't worry - it's not as technical as it sounds.

Here's what's going on: when we're troubleshooting something on your portal, we sometimes need to figure out whether the issue lives inside your Fishbowl database or whether it's happening when we pull that data into your Kinein site. Running this query helps us pinpoint exactly where the problem is, so we can get it resolved faster.

You should have received a query from us - it'll look like a block of code. All we need you to do is paste it into Fishbowl, run it, and send us the results. The whole thing takes about two minutes.

How It Works

Fishbowl has a built-in reporting tool that lets you run SQL queries directly against your database. You don't need to be on the server to do this - any Fishbowl client will work. You'll paste in the query we sent you, hit play, and export the results as an Excel file. That's it.

How to Run the Query

1. Open Fishbowl and go to Reporting > Data. On the left-hand side, click on Reporting, then click Data. You can do this from any Fishbowl client - you don't need to be on the server.
2. Create a new data query. In the upper left, click New. Give it a name (something like "Kinein Test" works fine - the name doesn't matter).
3. Paste in the query we sent you. Copy the SQL query from the email or message we sent, and paste it into the query field at the top.
4. Run it. Click the Play button. You'll see the results populate in the area below - that's the data we need.
5. Export the results to Excel. Click the XLS button to the right in order to export the output. Choose a save location on your computer and give the file a name.
6. Email the file back to us. Send the exported Excel file to us by replying to the ticket email or sending it directly to support@kinein.com and we'll take it from there.

That's it - you're done. If you want to save the report in Fishbowl for future use you can, but you don't have to. You can delete it once we've confirmed we got what we need.

Things to Watch For

• Make sure you copy the entire query. If the SQL query we sent you gets cut off (sometimes email formatting can do this), the results won't be right. If anything looks off when you paste it in, let us know and we'll resend it.
• You don't need admin access to do this. Any Fishbowl user with access to the Reporting Data module can run a query. If you don't see Reporting Data in your left-hand menu, your Fishbowl admin may need to grant you access or may need to run the query for you.
• The results should populate quickly. If the query runs for more than a minute or two, something might be off. Reach out and we'll take a look at it.

Still Stuck?

If you're having trouble finding Reporting Data, the query isn't running, or something just doesn't look right - shoot us an email at support@kinein.com and we'll walk you through it.