Web Query

Related Topics

Datasets for Web Query

Reporting Map

Report Navigator

Details

Harness web query power with the system Web Query. Get the data you want when you want it — then arrange, filter, and export it to your preferred format. Produce snapshot reports with date and "time stamped" output.

Web query enables users to display, query, filter, and export reports of datasets. Results can be saved as XLS, text, or XML files. The query setup or definition cannot be saved.

The order of data display and inclusion or exclusion of specific data elements in your query can be  managed on-screen:

The dataset controls what data displays, which fields are available, and which filters are available. One dataset may be selected per query.

  1. Employee Deductions Detail
  2. Current YTD Earnings
  3. Employee Benefit Hour Earnings
  4. Prior YTD Earnings
  5. Employee Benefit Detail
  6. Employee Net Pay Detail
  7. Employee Tax Detail
  8. Employee Master File
  9. YTD Deduction Summary
  10. YTD Earnings Summary
  11. YTD Net Pay Summary
  12. YTD Tax Summary

Note: Results of Ad Hoc and Web Queries can be saved, but the queries themselves cannot be saved. The datasets for web query and ad hoc query cannot be linked to each other. See Datasets for Web Query for a list of available datasets. For additional reporting capabilities, including the ability to save the setup of custom reports, a Mangrove Analytics add-on is available.

Web Query Reporting

Step 1, Open Web Query

Step 2, Choose a Dataset

Step 3, Navigate within a Dataset

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Step 4 and 5, Show Fields

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Step 6, FILTER RECORDS

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Step 7, Export Report

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  1. Go to the Reporting menu, and click on Web Query.
  2. Choose a dataset. One dataset may be selected per report.

Wait while the system summons the information.

Result:The dataset displays the first page of records based on the default page size of eight (8) records.

  1. Navigate as needed to view the Result Pages: scroll down and click on a page numberor the > next hyperlink. On a page, use your cursor to scroll as needed.
  2. Optionally, click on a column header to sort records in alphanumeric ascending order by the value in that column. Wait while the records re-sort and re-display. Records with an empty value in the sort-column display first.
  3. Optionally, to reduce or increase the number of records per page, type the preferred number in Page Size under the report options, and press the Enter key -OR- click Generate Report.
  4. Optionally, show fields.  To hide fields or change the column, click on Show Fields. Each item in the dataset has a number to indicate its column position from left to right in the display.
  1. Hide a column.  To hide a column, select it, and click on the right-arrow button to move it to the "Hidden Columns" section.
  2. Change column order. To change the order of columns, select a column name, and click on the up- and down- arrow buttons to change the listed order.
  3. To close the pop-up without applying changes, click outside the pop-up (and avoid clicking on the Generate Report button).
  4. To apply changes, click Generate Report.
  1. Optionally, filter records.  To filter records, click on FILTER RECORDS.  Six filters can be defined.
  1. Select a "Where" value (other than none) from the selection list of available values.
  2. Select a Condition: equal, not equal, greater than, less than, or like.
  3. Type the Value.
  4. Optionally, to define additional filters, choose "And" or "Or," and repeat steps "a" through "c" for the next row. Define up to six filtering criteria.
  5. Click outside the pop-up, to close Filter Records.
  6. To apply the filters, click Generate Report.

Note: This tool enables exporting and saving the results, but the setup of filters, fields, etc., cannot be saved.  

Export Report

  1. Optionally, export the report.  To export the report, click on a file-format export button: XLS,TEXT, orXML. Result: The File Download dialog opens.
  2. Open or Save the export. From the File Download dialog that opens, choose to Open or Save the file.

To close the query, choose another menu option.

Web Query Troubleshooter

My Filtering didn't work, why?

Did you complete the filtering by clicking on Generate Report?  If you didn't, re-filter and click on Generate Report to complete the query.

All of the Dataset disappeared after Filtering, why?

The dataset itself is not altered by the query. Only your view of the dataset changes. What you type in the Value field or fields must be exact. The query looks for a specific value in the specific field chosen in the Where field. If the value and the field do not correspond where the condition is "equal," then all records may be filtered out. You can re-filter applying different conditions, or you can re-select the dataset.