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Stat 6.3 - Web User Guide

The About Stat Window

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.

 

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.

Topics:

•
Creating and deleting queries
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Filtering queries
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Sorting queries
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Exporting queries
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Using pages

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.

To create a query:
1
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.
2
Click the Query Settings button on the query tool bar located in the top right corner of the query.
This opens the Query Settings Wizard for that query.
3
Filter and sort the query as needed.
For more information, see Filtering queries and Sorting queries .
4
When finished, click Finish.
5
In the Query Name field, enter a new name for the query.
6
Optionally, select the number of items you want displayed in the query list at a time. The default is 15.
7
Optionally, if you have the security right to create global queries and want to make the query available to all users, select the global check box.
If you do not have the security right, this check box is not displayed and the query will be saved as a personal query.
8
Click Finish.
Stat adds the new query to the appropriate Add Query submenu and displays it in the CSR Console.
To edit or delete a query:
1
Open the Query Settings Wizard for the global query you want to delete.
2
Navigate to the Template tab and click Save & Finish, or to delete the query, click the Delete button.
Deleting a query removes it from the list of available queries in the CSR Console for all users.

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.

To filter a query:
1
Click Query Settings on the tool bar located in the top right corner of the query.
This opens the Query Settings Wizard for that query.
2
Select the Columns tab.
The left side of the window shows all the available columns that can be displayed in the query. The right side shows the columns that are currently visible in the query. From here you can add more columns to the query, remove any you do not want visible, and change the order in which the visible columns are displayed.
3
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.
4
Optionally, if you want to remove any columns from the query, select them in the list of visible columns and click Hide.
5
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.
6
Click the Filters tab.
Filtering a column involves specifying the type or range of values you want that column to display. Depending on the column, the values you specify can be either user-defined or selected from a pre-defined list.
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.
Stat Web supports advanced filtering based on AND/OR logic:
•
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.
7
Select the column you want to filter in the Available Columns field.
8
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.
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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.
9
After defining the filter, click Add Filter. The filter equation is displayed in the Filter field.
10
Define any additional filters you want to apply to the query. Multiple filters are applied in an “AND/OR” format. If you want to remove a filter, select it in the Filters field and click Remove Filter.
* 
NOTE: The Assigned User column features the environment keyword value ${UserId}, which specifies the currently logged in user. This value is used by system administrators to define default queries available to all users, such as the My CSRs query.
11
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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