PensionPro Fetch

Follow

Fetch is PensionPro's data query tool. The Fetch querying tool acts as an open database where users can create customized queries of their PensionPro data. All queries created in Fetch can be saved, shared, and exported to multiple formats. This makes it easy to create customized reports on PensionPro data, run those reports regularly, and even use that data elsewhere when needed.

 

Tier Availability: Business

 

Article Contents

 

 

 

Accessing Fetch

 

Requires Security Rights: Access Query Tool

 

To access PensionPro Fetch, navigate to Power Tools > Fetch. Fetch will open in a new browser tab.

 

Fetch can alternately be accessed directly via URL at https://fetch.pensionpro.com. Users initializing Fetch in this way will sign in using their PensionPro username and password.

 

 

 

 

 

Working with Fetch Queries

 

When opened, Fetch displays a blank query, and users can get started right away choosing data and building their report. Personal and Shared Queries are also just a click away, allowing users to retrieve existing queries made by themselves or others.

 

 

Open a New Query

 

To start from scratch with a blank query:

 

  1. Click the Add New Query icon on the left. The corresponding window displays.
  2. Enter a name for the query in the Name field.
  3. Enter a description for the query in the Description field.
  4. Select a repository where the query should be stored.
  5. Click Save.

 

The new query will be saved to the chosen repository, and the query's details will appear in the Overview card.

 

 

Open a Previously Saved Query

 

  1. Click either the Personal or Shared Queries icon on the left.
  2. Click on a query to open it.

 

Fetch will retrieve the query and apply any existing column selections, filters, and sorting that were present when the query was last saved.

 

 

Editing Query Details

 

The Overview card is where users can edit the name, description, and repository of the query.

 

Selecting anywhere in the header will expand or collapse the Overview card.

 

 

Choosing Columns for the Query

 

The Column Selections card is where users can select the fields they want to appear in their query. This card contains the “tree” of fields that are available to be selected. After the query is run, each field selected here will be returned as one column of data.

 

A selected field will also be added to the Ordering & Sorts and Filtering cards for further manipulation; refer to those topics for more information.

 

 

Selecting Fields

 

  1. In the Column Selections card, expand the field tree to the level of data desired.
  2. Select the checkbox to the left of the field name to include the field in the query.

 

 

Null Fields

 

Each time a node is expanded, a (+) or a (-) symbol is shown to the right of the node name. This determines how the records in that node will be returned in the query. For example, if the user selects two fields, Plan Name, and Project Name, with an option of minus on the Projects node, only plans that have projects will be returned. However, if the plus option is chosen on the Projects node, all plans will be returned, but some might contain a blank for the Project Name because there are no projects in the system for that plan.

 

 

 

 

 

Ordering Columns and Sorting Query Results

 

The Ordering & Sorts card is where users can refine their query by reordering field columns, defining sorting, and choosing to hide columns from the result if needed. Selecting anywhere in the header will expand or collapse the Ordering & Sorts card.

 

 

Column Ordering

 

Users can click and drag the six-dot toggle to the left of the field name to re-order their fields. This will determine the order of columns in the query results.

 

  1. In the Ordering & Sorts card, click the six-dot icon to the left of the field name.
  2. Drag the field to the desired location. Fields displayed from top to bottom in this list will appear left to right on the query results page.

 

 

Sort type\Order

 

Users can add sorting to their query by clicking the Sort type\Order icon to the right of the field name.

 

  1. In the Ordering & Sorts card, click the Sort type\Order icon to the right of the field name to toggle sorting for the field.
  2. Once enabled, click again to cycle through sort types or disable sorting.
  3. If desired, use the field to the right of the sort to change sort order.

 

  • Toggle Sort Type: Sort selections will cycle through No Sort Type, Ascending, or Descending.
  • Change Sort Order: If multiple fields have sorting added, this number indicates the order in which the fields will be sorted.

 

 

Show Column

 

The On/Off toggle is used to indicate whether or not the field is displayed in the query results. Hiding a column can be useful in cases where the field is used to filter data, but the field itself isn't needed on the resulting report.

 

 

Filtering Query Results

 

The Filtering card is where users can add filters to fields to enhance their query and limit results. Selecting anywhere in the header will expand or collapse the Filtering card.

 

 

Add Filters

 

  1. In the Filtering card, click the (+)Add new rule icon to add a filter.
  2. Select a field to filter on in the Column section dropdown.
  3. Select an operator to filter by in the Operator column dropdown.
  4. Select a value to filter by for this filter in the Value column dropdown.

 

 

Add Filter Groups

 

Filter groups can be used for additional control over how filters are applied.

 

  1. Click the Add new group icon to add a new filter group. An And/Or toggle will appear.
    • If And is selected, a result must adhere to each of the group filters to be returned.
    • If Or is selected, a result must adhere to at least one of the group filters to be returned.
  2. Use the (+)Add option to the left of a grouped filter to add a new filter to that group.

 

Ungrouped filters can be grouped by selecting the checkbox to the left of the Column name, then selecting the Grouping icon in the header. To ungroup filters, select the Grouping icon (highlighted in blue) to the left of the grouped fields.

 

 

 

 

 

Working with Saved Queries

 

The toolbar can be found in the grey bar to the left of the Fetch. The toolbar is where users can access their profile, Library Queries, Shared Queries, Personal Queries, and add new queries.

 

 

Add Query

 

Adding a new query will clear Fetch so a query can be built from scratch.

 

  1. Click the Add Query icon. The corresponding window displays.
  2. Enter a name for the query in the Name field.
  3. Enter a description for the query in the Description field.
  4. Select a repository for the query.
    • The new query will be saved to either Personal Queries or Shared Queries based on this selection.
  5. Click Save.

 

 

Personal Queries

 

Queries saved as Personal Queries will appear in this menu. Personal Queries are only accessible to the user who created them.

 

  1. Click the Personal Queries icon.
  2. Click on a query to open it.

 

Once opened, Fetch will populate all cards with the stored query settings.

 

 

Shared Queries

 

Queries saved as Shared Queries will appear in this menu. These queries can be opened and edited by any Fetch user in the firm.

 

  1. Click the Shared Queries icon.
  2. Click on a query to open it.

 

Once opened, Fetch will populate all cards with the stored query settings.

 

 

Library Queries

The Library Queries icon is where users can access pre-made queries. These queries may be useful on their own, or can serve as starting points to save time when building and customizing new queries.

 

  1. Click the Library Queries icon.
  2. Click on a query to open it.

 

Once opened, Fetch will populate all cards with the stored query settings.

 

 

Profile

 

The Profile is where Fetch users can view their Login name, change their password, update their color scheme for Fetch, and provide feedback.

 

The following options can be found by clicking the Profile icon in the lower left hand corner of the toolbar.

 

Change Password

  1. Click Change Password. The corresponding window displays.
  2. Enter the current and new passwords. Re-enter the new password to confirm it.
  3. Click Save. This will update the password for both Fetch and PensionPro.

 

Set Color Scheme

  • Use the Color Scheme dropdown to set Light or Dark mode for Fetch.

 

Give Feedback on Fetch

  1. Click Give Feedback. The corresponding window displays.
  2. Select a mood and enter a comment in the Comment section.
  3. Click Submit.

 

 

Query Actions

 

The Action menu is the bar at the top-right of the Fetch screen that allows users to run, save, or perform other actions for their query.

 

 

Execute a Query

 

Once the query is ready, use the Execute Query icon to generate the report. Fetch opens the Results page to display the data.

 

If the query needs to be edited, use the Return arrow at the top-left to return to the query builder and make updates as needed; then, re-run the query.

 

To export the results in spreadsheet format:

 

  1. Click the Export icon at the top-right. The corresponding window displays.
  2. Enter a File Name for the exported file.
  3. Select an Extension. The results can be exported to xls, xlsx, or csv file formats.
  4. Click Export. The file will download to the user's device.

 

 

Save a Query

 

Once a user creates their new query, they can save the query for future use by clicking the Save icon. The query will be saved based on the parameters specified in the Overview card.

 

 

Duplicate a Query

 

The current query can be duplicated, making it easy to create a variation without needing to re-build the query.

 

  1. Create a new query or open a saved query.
  2. Select More > Duplicate from the header at the top-right. The corresponding window displays.
  3. Enter a new for the new query.
  4. Click Duplicate. Fetch will open the new query for editing.

 

 

Delete a Query

 

A saved query can be deleted if it is no longer needed.

 

  1. Open a saved query.
  2. Select More > Delete from the header at the top-right. A confirmation window displays.
  3. Select Yes, delete it to confirm.

 

 

Clearing Query Data

 

Fetch includes options to quickly clear query preferences, returning a card to its default state without losing the entire query.

 

  1. Create a new query or open a saved query.
  2. Open the More menu in the header at the top-right.
  3. Select Clear columns, Clear filters, or Clear order & sorts.

 

The data in the corresponding card will be reset. Take note of the following:

 

  • Clearing the Column Selections card will also clear ordering/sorts and filters.
  • Clearing the Ordering & Sorts card will only clear the sort type and sort order. Column order and hidden columns will be unaffected.

 

 

Frequently Asked Questions

 

  • Is it possible to filter on a field selection, but hide the field in the report so it doesn't display in the results?
    Yes. To add a field as a filter without displaying it in the report, Select a field from the Column Selections window and click the Show Column toggle to Off on the Ordering and Sorts window. The user can then select that field in the Filters window as a selection without the field appearing as a column in the query results.
     
  • Can I grant access for some users to view shared queries, but not others?
    Currently, any user that has access to Fetch can view and edit shared queries. The only way to restrict access to a saved query is to save it as a Personal Query.
     
  • Can I control who has rights to edit a shared query?
    Currently, any user that has access to Fetch can edit a shared query. There isn't a separate right to control which users can edit a shared query.
     
  • Can the Fetch queries be made to look more like the standard reports in PensionPro? 
    Currently Fetch does not display the color format, date generated and title as seen in the standard PensionPro reports. Users can export the Fetch results to excel and format the report as desired.
     
  • I cannot find To-Dos in Fetch, where are they located in the Fetch "tree?"
    To-Dos are not currently included in Fetch.
     
  • Why are the Task Item values not appearing for the Projects I am reporting on?
    The only way to view answers to Task Items in a report or within Fetch is if the Task Item is tagged as a Project Field. Fetch will not display values if the Task Item is not set up as a Project Field. For more information, refer to the article Project Fields.