Queries and Reports

A query is the mechanism used to search a user database for change requests.

The creator of the query specifies the criteria for selecting change request records. Filters help refine the search. For example, query filters might search for only the records associated with one person or one project. You can also design the display of the result set.

For example, the query can specify that all unresolved change requests that are assigned to a particular user or project be returned. The results of the query are displayed in the Query Results view. When a record in this view is selected, its contents are displayed in the Record Details view. The results can be further refined, for example, by including only a subset of the record fields or by specifying that the returned records be sorted by submission date.

Users can save queries to a Personal Queries folder and run them again. Users who have Super User or Public Folder Administrator privileges can save queries to the Public Queries folder.

A report displays query results in an easy-to-read format and is often used as a project management tool. When a report is defined, both a query and a report format are specified. The specified query is run and then displays the results in the report format specified.

Predefined reports and report formats are included with HCL Compass. It is possible to modify report formats and to create your own report formats.