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Stat 6.0 - User Guide

Introduction to Stat Connecting to Stat Change/Service Requests Stat Consoles Tasks and Time Entries Stat Projects Search Engines Reports and Graphs Personal Rules Object Tools and Wizards Change Management for PeopleSoft
Object Management (PeopleSoft) Object Archives (PeopleSoft) Object Migrations (PeopleSoft)
Change Management for Oracle Applications
Object Management (Oracle Applications) Patch Management Object Archives (Oracle Applications) Object Migrations (Oracle Applications)
Change Management for Generic Applications
Object Management (Generic Applications) Object Archives (Generic Applications) Object Migrations (Generic Applications)
Appendix: Troubleshooting Chart Appendix: Migration Options Appendix: User-Specific Parameters Appendix: Supported PeopleSoft Proprietary Objects Appendix: Stat 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

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Click Generate.

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:

Service Domain

All service domain-specific parameters

Change Management Module

Migration Path
Workflow
Database
Object Type

CSR Type

CSR Status

Workflow

Migration Path

Database

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.

All CSRs

Any

Any

Any

All CSRs excluding
Closed for Statistics

Any

Any

Open

All CSRs excluding Closed

Any

Open

Any

All Closed CSRs

Any

Closed

Any

All Closed for Statistics

Any

Any

Closed

CSRs both Closed and Closed for Statistics

Any

Closed

Closed

Closed only

Any

Closed

Open

Closed for Statistics only

Any

Open

Closed

All Open CSRs

Any

Open

Open

A specific status

Desired status

Any

Any

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.

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.

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.

Saving Report Criteria

You can save your criteria to use later with this report or with other reports that use the same format. You can also grant other users access to your criteria, if you have proper security rights, or you can save it for your own personal use.

Select the Personal option if you don’t want to grant access to other users. You can then use this criteria to run reports at a later time, or you can open the Personal Configuration window and on the Scheduled Reports tab schedule the Stat Central Agent to run the reports automatically.
Select the System option if you want to make the criteria available for report scheduling jobs to be run by Stat Central Agents, as defined in the Job Maintenance window. Any user who has access to the Job Maintenance window has access to this criteria. If you select the System option, the Available to all users option is enabled. Selecting this check box makes the criteria available to all members of the service domain for scheduling reports or running them interactively.
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In the Description field, enter a brief description of the criteria.
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Click OK.

Running Reports through Stat Web

Users that do not have access to the Stat Windows client can still view reports ‘on demand’ through Stat Web. Reports generated through Stat Web are displayed as .pdf files in the browser window or as Excel files. They are considered ‘on demand’ reports because they can be viewed by Stat Web account holders at any time, not according to the time the reports are scheduled in the Stat Windows client to be emailed, exported, or printed.

To view a report in Stat Web, the report must have available criteria that was previously defined and saved in the Stat Windows client.

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Click Log in or press <Enter>.
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Click Reports in the user account drop-down menu.
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Click Generate.
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