Stat 6.1 - User Guide

Last Name – You can search for customers by a complete or partial last name. For example, if you search for the letter “S,” the search engine returns a list of all customers whose last name begins with S.

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First – You can search for customers by a complete or partial first name. For example, a search for “T,” returns customers whose first name begins with T.

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Full Name – You can search on partial or complete full names. Any combination of partial or full last and first names returns a list of records, as long as a comma appears between the two names. You can enter a partial last name followed by a comma and a partial first name. For example, all of the following would return the name Osborn, Harris: “o,h,” “osborn, h,” “os, ha.”

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Department – You can use the drop down list to locate a department. You can also enter the first letter of a department. The cursor highlights that section of the list. To find additional entries that begin with that letter, use the arrow button on the drop down list or scroll down using the <‚> key.


	NOTE: If you select Department as the Search By option but the department you want to use is not displayed in the drop down list, it may be included in the PeopleSoft database but not the Stat database. In this case, click Country/Department Search and use the Search PeopleSoft Country/Department engine to find the department in the PeopleSoft environment and add it to Stat, as described later in this chapter.

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Phone – You can search with a partial or whole phone number. Enter numeric values only with no spaces. All records containing phone numbers that begin with the entered value are returned.

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Ext – You can search with a partial or whole phone extension. Enter numeric values only with no spaces. All records containing extensions that begin with the entered value are returned.

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Email - You can search by a partial or complete email address.

In the Search field, enter a proper value.

(Optional) Deselect Active Only if you want Stat to search for inactive customers as well. Then press the <Enter> key.

Stat searches for matching customers and displays them in the lower window.

Select the customer whose CSR you want to open and click OK.

If you cannot find a customer in the Stat database, you can search a PeopleSoft database and transfer the customer’s information into Stat by using the Search PeopleSoft Customer Engine. This feature is explained further in the next section.

If you still cannot find the customer, you can click New Customer..., which opens the Customer Maintenance table. For more information, see Customer Field .

The Search PeopleSoft Customer Engine

If you open a new CSR and cannot find the customer in the Stat database, you can search a PeopleSoft database using the Search PeopleSoft Customer Engine. This feature allows you to retrieve customers from a PeopleSoft database and add them to the Stat database automatically.

It also automatically checks if the customer’s department or country are defined in Stat. If the department or country are not defined, it adds the new information to the database before adding the customer. If the department is already defined, it updates the information (it does not update country information). The transfer of information between the PeopleSoft and Stat databases occurs instantly.

You open the Search PeopleSoft Customer Engine by clicking the PS Employee... button in the Search Customer Engine window.

To use the Search PeopleSoft Customer Engine:

Select a Search By option. Options include:

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Employee ID – You can search by a partial or complete number. Any record containing ID numbers beginning with the entered value is returned.

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Name – You can search on a last name only. You can search on a partial or whole name. Entering a partial name returns a list of all last names that begin with that string.

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Department – You can search on a partial or whole department name. The field is case sensitive, so you must enter capitals if applicable. Entering a partial value returns a list of all departments beginning with that string.

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Social Security – You can search with a partial or whole Social Security number. You can enter the value with spaces or dashes between numbers or with no spacing at all.

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Social Insurance – You can search by a partial or whole Social Insurance number. Do not use spaces or dashes between numbers.


	NOTE: The Search By options are deactivated if the PeopleSoft Search Configuration maintenance table does not contain any data. For more information, see the book, Stat System Administration, Chapter 4, “General Maintenance Tables.”

In the PeopleSoft Database field, select the database to search.

In the Search field, enter a proper value. Then press the <Enter> key.

Matching customers are displayed in the lower half of the window.

If you want to add one or more customers to your Stat database, hold down the <Ctrl> or <Shift> key and select each customer you want. Then click Add/Update.

This updates or transfers information to the Stat database and returns you to the previous window.

Reports and Graphs

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About Stat Reports

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Running Reports

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Scheduling Reports

About Stat Reports

A Stat report is a formatted presentation of information retrieved from the Stat Repository and displayed as either a pdf or Excel file. When you run a report, you can select the type of report you want to view from the comprehensive Report Library provided by Stat. This library includes predefined reports as well as any custom reports defined by users. You can run a report at any time manually, or you can configure Stat to run a report automatically at specified time intervals. Stat reports can also be viewed in a web browser via Stat Web.


	NOTE: For a complete list of predefined reports in the Stat Report Library, see Appendix: Stat Reports .

Stat Reports are displayed in the following formats:

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Standard Format - Standard reports are formatted with several records per page. Each record is divided by a solid line.

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List Format - List reports are most commonly used for reporting summary information on a large number of records. With few exceptions, most Stat maintenance table reports are in list format.

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Landscape List and Standard Formats - Landscape list and standard reports are used when information requires a wider display area than is available on a regular list or standard report. If you want to print a landscape-type report, make sure to change the orientation of your printer to landscape before generating the report.

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Bar Graph Format - A bar graph report is a graphical representation of items and usually represents activity counts, such as the number of CSRs by department.

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Pie Chart Format - A pie chart report is a graphical representation of items as they relate to a total number. Each item in a pie chart is represented by a wedge.

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Crosstab Format - Crosstab reports display the relationship between two lists such as Stat Users and CSR types. For example, you can run a crosstab report that displays a list of Stat Users along the left side and a list of CSR types across the top. At the intersection of each item is a count.

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Excel Formats - Excel reports are spreadsheets of CSR data formatted for export to Excel. This report does not include code descriptions. If you want to print an Excel-type report, make sure to change the orientation of your printer to landscape before generating the report.

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