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Stat 7.0 - Web User Guide

Stat Web
Stat Web Queries CSRs Workflow Tasks CSR Logs CSR History CSR Migration Path Job Monitor Test Connect Reports
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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.
 
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 on page 8 and Sorting queries on page 9.
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.
▪
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.
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.
 
 

Sorting queries

In the Sort Order tab, you can specify whether you want values displayed in particular columns displayed in ascending or descending order.
 
To sort a query:
1
In the Query Settings Wizard for the query you want to sort, click the Sort Order tab.
2
Select the column(s) you want to sort in the Available Columns field. Hold down the <Ctrl> or <Shift> keys to make multiple selections.
3
Click Add.
4
For each column you add, specify whether you want the values to be sorted in ascending or descending order.
5
If you are basing the sort order of a query on multiple columns, use the Up and Down arrow buttons to change the order in which the columns will be sorted, so that the first column you want the sort order to be based on appears at the top of the list, and so on.
6
To remove a column from the sort order, select its corresponding check box, and click Remove.
7
When finished, click Finish to save your work. The CSR Console displays the sorted query.

Exporting queries

You can export the contents of a query in a number of different file formats. This feature can facilitate printing when a query contains an especially large amount of data.
 
To export a query:
1
Click the Export button on the query’s toolbar located in the top right corner of the query. This opens the Export Settings window for that query.
2
Select the file format in which you want to export the query. Options include CVS, Excel, PDF, HTML, and Text.
3
Click OK.
 
 
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