How do I run a query?

Instructions

All agents have the ability to access queries concerning open, closed and created cases within the FSU Service Center using the following procedure:

  • Navigate to Reporting Tools under the Main Menu
  • Select Query
  • Select Query Viewer
  • Type FSU in the search bar and press enter to see the custom queries available
  • Start a query by selecting Run to HTML (recommended)
  • NOTE: You may also wish to Favorite these queries so they display automatically when you access the query viewer

Depending on which query you select to run, the parameters available will differ slightly.

Examples

FSU_CREATED_CASES
original

  • Enter SHARE as the SetID
  • Select the desired Provider Group (This field represents the current or final group to whom the case was routed)
  • Define the case creation date range using the From Date and Through Date fields
  • Click the View Results button

 FSU_OPEN_CALL_CENTER_CASES
original

  • Enter SHARE as the SetID
  • Select the desired Provider Group
  • Define the case creation date range using the From Date and Through Date fields
    • NOTE: Use a date range similar to the image above to show ALL cases still open that were created during that timeframe
  • Click the View Results button

 FSU_TOTAL_CLOSED_CASES
original

  • Enter SHARE as the SetID
  • Select the desired Provider Group
  • Define the date range using the Closed From and Closed Through fields
  • Click the View Results button

 Additional Information

  • All fields are required!
  • In order to view cases from all Provider Groups, use the percent symbol % in the Provider Group field. This is PeopleSoft’s version of a wildcard.
  • The results may be downloaded via Excel or CSV format for further review.
  • Learn how to schedule queries to run automatically: Schedule Queries
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