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Advanced Reports

PMG Support
  • Updated

This tool is located on the Reports section of the Reports Tab.

Function

The Advanced Reports interface (Advanced_Reports.png) provides a set of tools to create user defined queries and reports.

Sections

The Advanced Reports interface is divided into 7 sections:

  1. Report Title -- Specifies a name for a set of search criteria for future recall.
  2. STIP Items and Funding Categories Controls -- Applies a certain grouping of columns to the output report.
  3. Query Builder -- Specifies a combination of available data elements for creating a custom query and report.
  4. Available Columns -- Specifies the data items to include in reports.
  5. Output Field Controls --Customizes the report output through the use of the add, remove, or remove all buttons combined with the Available Columns/Selected Columns lists. 
  6. Selected Columns -- Specifies the data columns to be included in the output report. 
  7. Query Buttons -- Loads a previous query or saves a newly created query.

MassDOT STIP Advanced Reports.png

Controls

This interface hosts these controls:

Control Section Used To...
Report Title Textbox Report Title Display a name that characterizes the selected search elements. 
STIP Items Button STIP Items and Funding Categories Controls Add the Description and Project ID columns to the output report.
Funding Categories Button STIP Items and Funding Categories Controls Add the Funding Category column to the output report.
Category Column Dropdown Query Builder Select the Business data type.
Item Column Dropdown Query Builder Select an Item refined by the Category selection.
Logical Column Dropdown Query Builder Provide query operators (equal, not equal, greater than, less than, etc.).
Value Column Textbox Query Builder Type in valid values for the data column.
Add/Remove Item (+ and X) Buttons Query Builder Add additional criteria to the query (+) or remove criteria from a query (X). The remove option is not presented in the first row since the interface requires at least one search criteria.
Join Dropdown Query Builder Group or create conditional queries; used in conjunction with the parentheses controls. 
Parentheses Textboxes  Query Builder Group or create conditional queries; used in conjunction with the join control. 
Reset Criteria Button Query Builder Clear all criteria and reset the form.
Run Report Button Query Builder Execute the query based on the selected criteria. At least one line of criteria must be entered and one output column must be selected to enable the Run Report button.
Plus and Minus Buttons Available Columns Expand and Collapse data items.
Add Button Output Field Controls Add fields from the Available Columns list to the Selected Columns list.
Remove Button Output Field Controls Remove a field from the Selected Columns list.
Remove All Button Output Field Controls Remove all fields from the Selected Columns list.
Sort Order Up/Down Arrows Selected Columns Indicates that the currently selected item is in ascending (up arrow) or descending (down arrow) sort mode. This arrow is located in the actual table, and its current direction can be changed by clicking the arrow.
Reorder the Report Column Sequence: Double Up/Down Arrows Selected Columns Move a selected item to the top/bottom of the list.
Reorder the Report Column Sequence: Single Up/Down Arrow Selected Columns Move a selected item up/down one row in the list.
Save Query Button Selected Columns Open a pop-up form used to save the query to the database.
Load Query Button Selected Columns Reload previously saved queries from a pickable, pop-up list.

Output Reports

The results of an executed query are displayed in a separate pop-up window after a user clicks the "Run Report" button. The chosen output columns (i.e. those items in the Selected Columns box) will be displayed at the top of the report. There are also some controls offered at the top of the output report:

Control Used To...
Print Link Open the Windows Print Dialog to customize and print the results.
View in Excel Link Open the file in Excel or save the results locally in Excel format. 

Load Query

In order to load a previous query onto the interface for editing/viewing purposes, the user can follow these steps:

  1. Navigate to the Query Buttons section in the lower right corner of the interface.
  2. Click the Load Query button.
  3. In the resulting pop-up, click a row on the table which shows the desired query name and creator.
  4. Click the Load Selected Query button after the row is selected.

MassDOT STIP Advanced Reports Load Query.png

Save Query

To save the current query to the database, the user can follow these steps:

  1. Navigate to the Query Buttons section in the lower right corner of the interface.
  2. Click the Save Query Button.
  3. In the resulting pop-up, add a Query Name in the textbox.
  4. Click the “Others Can View” checkbox to make the query available to other STIP Manager users; if the user wishes for the query to only be viewable to them, they can leave this checkbox unchecked.
  5. Click the Save button.

MassDOT STIP Advanced Reports Save Query.png

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