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Stat 6.0 - Web User Guide

Queries

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.

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Creating and deleting queries

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.
In the Add Query submenus, global queries are separated from personal queries which are only available to you as the current user.
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Click the Query Settings button on the query tool bar located in the top right corner of the query.
This opens the Query Settings window for that query.
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In the Query Name field, enter a new name for the query.
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Click Save.
Stat adds the new query to the appropriate Add Query submenu and displays it in the CSR Console.
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Open the Query Settings window for the global query you want to delete
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Click the Save As tab and then edit the query and click Save, or to delete the query, click Delete.

Filtering queries

Query results are displayed in a tabular format. Filtering a query entails specifying which columns you want visible and in what order and then specifying the range of values you want a particular column to display.

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Click Query Settings on the tool bar located in the top right corner of the query.
This opens the Query Settings window for that 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.
The Available Columns field shows all the columns that can be displayed in the query. When you select a column, the Operands field shows all the functions that can be applied to the range of possible values for that particular column. For example, if in a CSR query you select the Assigned User column, the Operands field includes only the functions equals and does not equal, because there are a finite number of users defined in the Stat Repository and a CSR can be assigned to only one user at time. Similarly, if you select the column, #of Objects, the list of Operators includes numeric functions, such equals, greater than, less than, and so on. After specifying the numeric function, you need to enter a number in the Value(s) field.
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.
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 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, hold down <Ctrl> or <Shift> keys and select multiple values or, in the case of numeric values, specify a number, click the ‘+’ button next to the Value(s) field, and specify an additional number.
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, click the Now link. 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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After defining the filter, click Add Filter. The filter equation is displayed in the Filter field.
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When finished, click the Done tab to save your changes and close the Query Settings window, or click Sort to specify the sort order for values displayed in particular columns.

Sorting queries

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

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In the Query Settings window for the query you want to sort, click the Sort Order tab.
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Select the column(s) you want to sort in the Available Columns field. Hold down the <Ctrl> or <Shift> keys to make multiple selections.
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Click Add.
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When finished, click the Done tab to save your work. The CSR Console displays the sorted query.
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