This tool is located on the RIMS section of the Reports tab.

Function

The RIMS Advanced Query interface () provides a set of tools to create user defined queries.

Layout

The interface mirrors the Advanced Reports interface in layout. There are two main sections in this interface: Query Builder and Report Columns.

Query Builder

The Query Builder section is used to specify a combination of available data elements for creating a custom query. Before using the Query Builder table, the user can enter a name for the query in the "Report Title" textbox and choose DEL, RIMS, or USR in the "Category" picklist.

Query Builder Columns

A selection in the Category picklist will narrow the Information Type column options in the table. This important column, and the others stored in the Query Builder, are described below.

Include Additional Items

If the user wishes to include certain attributes that are typically excluded from search results, they can utilize the "Include Additional Items" link below the Query Builder table. The user can select the desired attribute checkboxes and clarify these selections using the available radio buttons. Then, they can click the "Save" button to confirm their selections and include those attributes in the report. Alternatively, the user can click the "Clear Selections" button to discard their choices. The image below shows the "Include Additional Items" pop-up.

Run Report

Once the table fields and "Include Additional Items" are satisfactorily filled, the user can click the "Run Report" button to view the query data in an Excel or HTML file. If over a thousand rows will result from the current query, an HTML file cannot be created, but the user will still have the option to generate an Excel file for the data. For these larger queries, a pop-up will appear on the user's screen before the report is generated. This pop-up will tell the user how many query rows exist and allow the user to specify certain content qualifiers for the Excel file. There are three checkboxes on this pop-up: Include Length Columns, Format for mapping in ITMS, and Include Code Names. After selecting the desired checkboxes, the user can click the "Export" button to generate an Excel file.

Controls

There are two additional controls on the Query Builder section of the RIMS Advanced Query interface:

Report Columns

The Report Columns section is primarily used to select the columns to include in the report. Often, columns are automatically implemented as selections are made in the Query Builder. However, the user can change these selections by using the Available Columns table, Output Controls, and Selected Columns table.

Add, Remove, and Remove All Columns

To add columns to the report, the user can follow these steps:

1. Use the plus signs in the Available Columns table to locate the desired column types.
2. Click one or more column types. A column type row will appear yellow when it is selected.
3. Click the "Add >" button located between the two tables.
4. View the new report columns in the Selected Columns table.

To remove columns individually from the report, the user can follow these steps:

1. Locate the column type that you wish to remove in the Selected Columns table.
2. Click one or more column types. A column type row will appear yellow when it is selected.
3. Click the "< Remove" button located between the two tables.
4. View that the Selected Columns table no longer contains these column types. All removed column types will be stored in the Available Columns table and can be added to the report again if desired.

To remove all columns from the report, the user can follow these steps:

1. Click the "<< Remove All" button located between the two tables.
2. View the blank Selected Columns table. All removed column types will be stored in the Available Columns table and can be added to the report again if desired. The user must add at least one column back into this table in order to run a report.

Column Display Order

The Selected Columns table shows the exact order of the columns in the report. To change this column display order, the user can click a column type and utilize the arrows beside the Selected Columns table. These arrows serve different purposes:

Links

There are some link controls located on the Report Columns section of the RIMS Advanced Query interface:

User Query Links

To load a user query, the user can follow these steps:

1. Click the "Load User Query" link.
2. Select a saved query in the "Choose User Query" table.
3. Click the "Load" button to view the query on the RIMS Advanced Query interface.

To save a user query, the user can follow these steps:

1. Click the "Save User Query" link.
2. Enter a "User Query Name" and "Report Title" in the textboxes.
3. Click the "Save" button. This query will now be available in the "Load User Query" interface.

To delete a user query, the user can follow these steps:

1. Click the "Delete User Query" link.
2. Select a saved query in the "Choose User Query" table.
3. Click the "Delete" button to remove the query from the system.

Standard Query Links

To load a standard query, the user can follow these steps:

1. Click the "Load Standard Query" link.
2. Select a saved query in the "Choose Standard Query" table.
3. Click the "Load" button to view the query on the RIMS Advanced Query interface.

To save a standard query, the user can follow these steps:

1. Click the "Save Standard Query" link.
2. Enter a "Standard Query Name" and "Report Title" in the textboxes.
3. Click the "Save" button. This query will now be available in the "Load Standard Query" interface and RIMS Standard Query interface.

To delete a standard query, the user can follow these steps:

1. Click the "Delete Standard Query" link.
2. Select a saved query in the "Choose Standard Query" table.
3. Click the "Delete" button to remove the query from the system.