You can open the About Stat window by clicking the question mark link in the upper-right corner. The About Stat window has three tabs: About, Contact, and What's New. The About tab displays the Stat version and copyright information. In the What's New tab, Stat administrators can post custom messages. See the section “Customizing the What’s New Tab in Stat Web” in the Stat System Administration Guide for more information.
The CSR Console is designed to display three kinds of queries, based on the items they are designed to find in the Stat® Repository: CSRs, tasks, and approvals (as applied to both migrations and status transfers). Query results are displayed in a list format, but because queries can be excessively long or contain information you do not need, you can sort and filter queries and then save the results, either under the same name or as a new query. Also, if you have the proper security right, you can save a query as a global, meaning it will be available to all users when they log into Stat Web. After you create and save a new query, you can then add it to the CSR Console where it will remain as part of your customized display setting.
For each kind of query, the CSR Console provides two pre-defined queries. The first query, the Default Query, displays a complete, non-filtered list of all the CSRs, tasks, or approvals in the Stat® Repository. The second query displays only those CSRs, tasks, or approvals that are assigned to you as the user currently logged in. These queries are named My CSRs, My Tasks, and My Approvals, respectively, and are displayed by default when you first open the CSR Console. You can use any existing query as the template for any new query you want to create.
If you have the right to create global queries, you can also edit and delete them.
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If it is not currently displayed, go to the Add Query menu and add the query that you want to use as the template for the new query to the CSR Console. |
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Click the Query Settings button on the query tool bar located in the top right corner of the query. |
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When finished, click Finish. |
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In the Query Name field, enter a new name for the query. |
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Click Finish. |
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Navigate to the Template tab and click Save & Finish, or to delete the query, click the Delete button. |
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Click Query Settings on the tool bar located in the top right corner of the query. |
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Select the Columns tab. |
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In the Available Columns field, click each column you want displayed in the query. Hold down the <Ctrl> or <Shift> keys to make multiple selections. Then click Show to add these columns to the list of visible columns. |
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To change the order in which columns are displayed in the query, select the column you want displayed first and click Move Up until it is at the top of the list, and so on for the remaining columns until they are in the order you want. |
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Click the Filters tab. |
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You can apply as many filters to a query as you want. In this case, the multiple filters work in conjunction based on AND logic. For example, you define two filters, one that says the value in the CSR Type column must equal In Development, and another filter that says the # of Objects must be greater than 10. When searching the Stat Repository, the query returns only CSRs that are type In Development and are associated with more than 10 objects. |
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You can define an extended filter based on OR logic. This is done by selecting multiple values, either by holding down <Ctrl> or <Shift> keys or, in the case of numeric values, by specifying a number, clicking the + button next to the Value(s) field, and specifying an additional number. For example, you want a CSR query to return only CSRs that are associated with exactly 5 or 10 objects. To do this you would select the column # of Objects, the operator equals, and in the Value(s) field enter then number 5. Then you would click the + button and in the next Value field enter the number 10. |
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Select the column you want to filter in the Available Columns field. |
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Select the Operator function you want. Then, depending on the column and operator, specify or select a value in the Value(s) field. To define an extended filter, select a value, click the Add Filter button beside the Values(s) field, and then repeat the steps with additional values. |
NOTE: For date-specific columns, such as Created On and Due Date, the Value(s) field features a Calendar popup which you use to specify a date or range of dates. If you want to specify the current date and time, select the Now check box. This adds the environment keyword ${now} which is used as a comparison value against values in the database. For example, if you defined the following filter in a CSR query, [Created Date] between “Sep 15, 2004” and “${now}”, the query would return all CSRs created since September 15, 2004 and when the query is run or refreshed. |
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When finished, click Finish to save your changes and close the Query Settings Wizard, or click Sort Order to specify the sort order for values displayed in particular columns. |
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