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Stat 6.3 - Web User Guide

Sorting queries

In the Sort Order tab, you can specify whether you want values displayed in particular columns displayed in ascending or descending order.

To sort a query:
1
In the Query Settings Wizard for the query you want to sort, click the Sort Order tab.
2
Select the column(s) you want to sort in the Available Columns field. Hold down the <Ctrl> or <Shift> keys to make multiple selections.
3
Click Add.
4
For each column you add, specify whether you want the values to be sorted in ascending or descending order.
5
If you are basing the sort order of a query on multiple columns, use the Up and Down arrow buttons to change the order in which the columns will be sorted, so that the first column you want the sort order to be based on appears at the top of the list, and so on.
6
To remove a column from the sort order, select its corresponding check box, and click Remove.
7
When finished, click Finish to save your work. The CSR Console displays the sorted query.

Exporting queries

You can export the contents of a query in a number of different file formats. This feature can facilitate printing when a query contains an especially large amount of data.

To export a query:
1
Click the Export button on the query’s toolbar located in the top right corner of the query.
This opens the Export Settings window for that query.
2
Select the file format in which you want to export the query. Options include CVS, Excel, PDF, HTML, and Text.
3
Click OK.

Using pages

If you have several queries displayed in the CSR Console, it may be difficult to navigate through all the available information. One way to organize your queries is to display them on separate pages. This way, you could have one page for CSR queries, another page just for task queries, and a third page for approvals, or you can have pages which display queries only for specific users or service domains.

When you first log in, the CSR Console features one default page, My Stat.

To add a page, click the Add Page link in the CSR Console. Then in the Add Page dialog, enter the name you want for the new page and click the Add button. To remove a page, open it and click Remove Current Page. You can remove any page in the CSR Console, including the default page, MyStat. The CSR Console must always contain at least one page.

* 
NOTE: Removing a page does not delete the queries that are currently displayed on that page. The queries remain available in their respective submenus where you can add them to a different page as needed.

 

CSRs

CSR stands for Change/Service Request, which is basically a problem or issue reported by a customer or another user that is documented and resolved in Stat®. The CSR window is a central location in which to compile all the information related to a request, as well as manage all the steps of investigating and resolving it. CSRs are where most of the user activity in Stat takes place.

Topics:

•
Finding CSRs
•
Viewing CSRs
•
Creating CSRs
•
Adding attachments to CSRs
•
Creating CSR templates
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