# How to Create Derived Views, Saved Queries, and Custom Reports in CData Connect AI

**URL:** <https://community.cdata.com/t/how-to-create-derived-views-saved-queries-and-custom-reports-in-cdata-connect-ai/123>\
**Category:** How-to with CData\
**Tags:** cdata-connect-ai, article, cdata-connect-cloud\
**Created:** [March 30, 2023, 1:15pm UTC](https://community.cdata.com/t/how-to-create-derived-views-saved-queries-and-custom-reports-in-cdata-connect-ai/123 "2023-03-30T13:15:28Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![jerodj-cdata](https://sea3.discourse-cdn.com/cdata/user_avatar/community.cdata.com/jerodj-cdata/32/7_2.png) [@jerodj-cdata](https://community.cdata.com/u/jerodj-cdata)\
**Post date:** [March 30, 2023, 1:15pm UTC](https://community.cdata.com/t/how-to-create-derived-views-saved-queries-and-custom-reports-in-cdata-connect-ai/123/1 "2023-03-30T13:15:28Z")

</div>

CData Connect AI is a consolidated connectivity platform that links applications to a broad ecosystem of real-time data sources through consistent, standards-compliant interfaces. CData Connect AI provides tools to access data seamlessly from any system, anywhere. Some of the key features of CData Connect AI are broad data connectivity, real-time data access, CRUD support, secure access, and comprehensive data modeling and dynamic discovery.

This article explores the Derived Views, Saved Queries, and Custom Reports features in Connect AI — and how to implement them.

## Derived Views

Users are able to create views based on SQL queries that are stored in the Data Explorer. The views can display a multitude of entities, including a subset of an existing table, data that has been joined from several tables (even those from different data connections), the result of a SQL aggregate function (such as, COUNT or SUM), and an aliased version of an existing view.

### How to Create a Derived View

Follow these steps to create a Derived View:

1. Log-in to&nbsp;[Connect AI](https://cloud.cdata.com/)&nbsp;and select&nbsp; **Explorer** &nbsp;from the left sidebar.

2. Next, create the query in the Query Builder or SQL Editor. After you execute the query, the&nbsp; **Save** &nbsp;button appears. Click&nbsp; **Save** &nbsp;\>&nbsp; **Save as Derived View**. The&nbsp; **Create Derived View** &nbsp;dialog appears.

3. Fill out the name of the Derived View and click&nbsp; **Create**.

4. The new Derived View should now appear under the Derived Views Folder. Click the three vertical dots to the right of the new Derived View and then click&nbsp; **Query** &nbsp;to populate the text editor with code.

## Saved Queries

Saved Queries are SQL queries that can now be saved in the Data Explorer for instant access and reusability. The Saved Queries can also be shared across an organization. What’s more, queries can be modified at a later time. Finally, multiple queries may be stored concurrently.

### How to Create a Saved Query

Follow these steps to create a Saved Query:

1. Log-in to&nbsp;[Connect AI](https://cloud.cdata.com/)&nbsp;and select&nbsp; **Explorer** &nbsp;from the left sidebar.

2. Next, create the query in the Query Builder or SQL Editor. After you execute the query, the&nbsp; **Save** &nbsp;button appears. Click&nbsp; **Save** &nbsp;\>&nbsp; **Save as Saved Query**. The&nbsp; **Saved Query** &nbsp;dialog appears..

3. In the modal, give your Saved Query a name and click&nbsp; **Save**.

4. You should now see your new Saved Query in the Saved Queries folder. Click the three vertical dots to the right of the new Derived View and then click&nbsp; **Query** &nbsp;to populate the text editor with code.

## Custom Reports

Custom Reports allow access to cube-like data, which is often a major feature of certain data sources. This feature is available for QuickBooks Online, NetSuite, Google AdWords, and Google Analytics, with more sources to be functional in the future.

### How to Create a Custom Report

Follow these steps to create a Custom Report:

1. Log-in to&nbsp;[Connect AI](https://cloud.cdata.com/)&nbsp;and select&nbsp; **Sources** &nbsp;from the left sidebar.

2. Next, select an existing Connection (alternatively, create a new Connection, but Custom Reports are not available until the connection has been saved and tested).

3. Now, click the&nbsp; **Custom Reports** &nbsp;tab and then the&nbsp; **+Add** &nbsp;button to add a new report.

4. Select one of the report options from the list that appears.

5. On the following screen, fill out the parameters for the Custom Report and click&nbsp; **Save Changes**.

6. Click the back arrow to view your new Custom Report.

7. The new Custom Report can also be viewed within Data Explorer and from 3rd party integrations like any other table or view.

## More Information & Free Trial

To learn more about CData Connect AI and get live data access to 300+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, visit our&nbsp;[CData Connect AI page](https://www.cdata.com/ai/analytics/)&nbsp;or sign up for a&nbsp;[free trial](https://cloud-login.cdata.com/authorize?prompt=login&screen_hint=signup&response_type=code&client_id=8dtJbDAVHT0exzv9cPDuxxFBhzqsj78m&redirect_uri=https://cloud.cdata.com)&nbsp;today!

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