Summary

The Query Manager Maintenance window is used to create custom Query Manager report templates. This powerful reporting tool allows you to configure report details such as sorting options and displayed columns. The configured reports are only templates, and each time the template is used the user can edit the data filtering details to meet their reporting needs.

The Query Manager feature has two steps; create a report template using the Reporting Tools palette (PM> Reporting Tools> Query Manager), and then generate the report using the Reports palette (PM> Reports> Query Manager).

Step by Step

1     Open the Query Manager Selection window (PM> Reporting Tools> Query Manager).

• The Query Manager Selection window will display any Query Manager reports created in the PM module. Each of these reports can be used to create a Query Manager report in the Reports palette (PM> Reports> Query Manager).
• Select a report and click DELETE to delete the selected report.
• Select a report and click EDIT to edit the selected report.
• Click ADD to create a new Query Manager report. This will open the Query Manager Maintenance window.

2     Complete the General tab.

• The General tab is used to specify the report identification details.
• Enter a Report Name for the new Query Manager report.
  • When the report is generated (PM> Reports> Query Manager), the report name will display on the Jobs Viewer window as the description of the job.
  • This field can be up to 40 alphanumeric characters long.
• Enter a Report Header for the new report.
  • The report header will display at the top of the printed version of the report when it is generated. The report header is generally the title of the report.
  • This field can be up to 50 alphanumeric characters long.

3     Complete the Sorts tab.

• The Sorts tab is used to specify how the information on the report will be grouped and sorted. This is a required step because if you do not include sort criteria on the report, the report will not display any information.
• The Available Sorts section displays the fields that can be used to sort and group the report. Select a field in the Available Sorts section on the left and click the right caret button > to populate the Selected Sorts section on the right. Select a sort field in the Selected Sorts section and click the left caret button < to return the sort field to the Available section and remove it from the report. Up to seven sort fields can be added to a report.
  • The order that the sorts are added to the Selected Sorts section determines the order in which the sorts will be applied. Use the up ˄ and down ˅ caret buttons to arrange the selected sorts in the desired order.
• The following examples assume your project management format utilizes two of the three levels: project and task code.
• If you would like to generate a report that displays a single line item for each task code, move only the Task Code field from the Available Sorts section to the Selected Sorts section. While you can change how the report will display using the Sort Properties section, by default, the report will look like the following:

• If you would like to generate a report that displays a single line item for each task code and then totals those task codes by project, first add the Project field and then add the Task Code field to the Selected Sorts section. By default, the report will look like the following:

• The Sort Properties section is used to specify how each sort will display on the report. Highlight a sort in the Selected Sorts section and then change the toggle values in the Sort Properties to customize how the sort will display.
  • Check the Print Header toggle if you would like the sort to display above the grouping.
  • Check the Print Footer toggle if you would like the sort to display below the header and include a sort total. By default this toggle will be checked.
  • Check the Double Space toggle if you would like to add a blank line after each sort.
  • Check the Page Break toggle if you would like to add a page break after each sort. For example, if you are sorting the report by project, you can check this toggle so that each new project will display at the top of a new page.

4     Complete the Columns tab.

• The Columns tab is used to select the columns that will display on the report.
• Select a column in the Available Columns section on the left and click the right caret button > and it will populate the Selected Columns section on the right. Select on a column in the Selected Columns section and click the left caret button < to return the column to the Available section and remove it from the report.
  • Each LEMS code and project code created in the PM module will display at the bottom of the Available section. This will add a column to the report, but the column will only display information if that LEMS or project code is attached to a transaction.
• The order that the columns are displayed in the Selected Columns section is the order they will display on the final report. The field at the top will display as the leftmost column on the report. Use the up ˄ and down ˅ caret buttons to arrange the selected columns in the desired order.

5     Complete the Detail tab.

• The Detail tab is used to select the PM details that will display on the exported report. The columns added to the report on this tab will only display if you check the Print Detail toggle when the report is being generated from the PM Report palette. This allows you to create a summary and detail version of the report.
• Select a column in the Available Detail Columns section on the left and click the right caret button > and it will populate the Selected Detail Columns section on the right. Select a column in the Selected Detail Columns section and click the left caret button < to return the column to the Available section and remove it from the report.
  • As with the Columns tab, each LEMS code and project code created in the PM module will display at the bottom of the Available Detail Columns section. This will add a column to the report, but the column will only display information if that LEMS or project code is attached to a transaction.
• The order that the columns are displayed in the Selected Detail Columns section is the order they will display on the final report. The field at the top will display as the leftmost column on the report. Use the up ˄ and down ˅ caret buttons to arrange the selected detail columns in the desired order.
• Click the Save button to save the Query Manager template. Once the template has been saved, you can use it to generate a report from the Reports palette (PM> Reports> Query Manager).