Stat 6.1 - User Guide

Running Reports

To run a report you first select the type of report you want from the Report Library and specify additional criteria as needed.

NOTE: Stat reports can also be viewed in a web browser via Stat Web. For more information, see Running Reports through Stat Web . Also, report security is defined by your system administrator. Depending on your user security setting, some reports may b unavailable. The default user security is 50. NOTE: Central Agent may throw an Out of memory error and stop working when a requested report generates more than 35,000-50,000 rows. Unfortunately, Stat relies on a third-party tool (Jasperreports) that has a problem with generating large reports. To prevent Central Agent from crashing, use the global parameter max number of rows for the generated report. If the report request exceeds the max number of rows, then a user-friendly message would suggest setting additional criteria to decrease the number of retrieved rows.

Selecting Reports

Specifying Report Criteria

After selecting the report, you then specify additional criteria so that the report contains only the information you want. Depending on the type of report you selected, certain criteria fields may be grayed out. After you set the report criteria, you can save the criteria for future use. Reports that are based on the same parameters can share saved criteria

NOTE: The cover page option is not enabled for Excel reports.

Report Criteria Options

The following is a brief description of the most commonly used report criteria. Depending on the type of report you want to generate, certain fields may not be available. Also, the options available in certain fields may vary depending on your configuration.

There are dependencies between criteria values. Changing the value of one set of criteria may trigger refresh data in another. Dependencies include:

By default, this field displays your primary service domain, with additional service domains listed according to your access rights. The options available in many fields vary depending on the service domain you select.

The Record Status field is used only with certain reports in List format. This includes maintenance table reports and some data related reports where you are looking for something to be active or inactive. By selecting or deselecting the appropriate record status check box, the report includes values that are currently open or complete or both in your system

Select a specific change management module from the drop down or select Any to select all of the modules you have configured. Depending on your configuration, the options are PeopleSoft, Oracle Applications, Generic Applications, None or Any. Selection of a specific module determines the data displayed in the CSR Application, CSR Type, Workflow, Migration Path, Database, and Object Type fields.

Select a specific application from the list or select Any to include all applications.

Select a specific CSR type or select Any to include all CSR types.

Select a specific a workflow or select Any to include all workflows. The value displayed in this field can be determined by the values selected in the Service Domain, Change Management Module, and CSR Type fields. The field is disabled if there is no workflow available. Also, selecting a specific workflow can determine the value displayed in the Migration Path field.

Select a specific CSR priority from the list or select Any to include all priorities.

From the drop-down list, select a specific status or select Any to select all the statuses. The value displayed in this field can be determined by the values selected in the Service Domain, Change Management Module, and CSR Type fields. If you select a specific status, the Closed Status and Closed for Statistics options are automatically set to Any.

The Closed Status option defaults to Open. This displays all CSRs with a status equal to Open, such as Active, Pending Approval, and Assigned. If set to Closed, the report includes all CSRs with a status equal to Closed.

The Closed for Stats option defaults to Any. If set to Closed, the report displays CSRs with a status equal to Closed for Statistics.

Statuses are defined as Closed or Closed for Statistics by a system administrator.

The following table shows which settings to select for a particular result.

Select a date option, such as Yesterday, from the drop down list. Stat enters the correct date information in the From and To date fields. To manually enter a specific date range, select Specific Date Range from the drop down list. To select the system default range, select Any from the drop down list. Then click the Browse button (...) in the From and To fields, and in the Calendar dialog boxes select the dates you want. You can also specify the hour and minutes of the date range. To retrieve CSRs without regard to Open Date, select the Any option from the list and keep the default settings in the From and To fields.

Select a date option, such as Past Due, from the drop down list. Stat enters the correct date information in the From and To date fields. To manually enter a specific date range, select Specific Date Range from the drop down list. To select the system default range, select Any from the drop down list. Then click the Browse button (...) in the From and To fields, and in the Calendar dialog boxes select the dates you want. You can also specify the hour and minutes of the date range. To retrieve CSRs without regard to Open Date, select the Any option from the list and keep the default settings in the From and To fields.

NOTE: Saved sets of criteria does not store specific dates. It stores the value from the dropdown list which is relative to current date.

Enter a specific CSR ID to view a report on single CSR or select Any to include all CSRs.

Select a specific queue from the list or select Any to include all the queues.

Select a specific user from the list or select Any to include all the users.

Select a specific department from the list or select Any to include all departments.

Select a specific customer from the list or select Any to include all customers.

Select a specific developer from the list or select Any to include all developers.

If your report concerns objects, select the type of object you want information about or select Any to include all objects regardless of type.

NOTE: To select a specific object type, you must first specify a specific change management module in the Change Management Module field.

Select a specific environment from the list or select Any to include all the environments. The environments displayed in this field are determined by the value selected in the Change Management Module field.

For CSR reports, select the user-assigned code for the project the CSRs you are interested in belong to.