Analytics Tab

The Analytics Tab provides quick access for queries that have been defined using the Query builder and to which you have access as a user.

  1. On the Analytics Tab, select Select Queries.

    The Queries dialog opens and lists the queries defined using the Query builder to which you have access.

  2. Select the queries that you want to run, and then select OK.

    The selected queries display on the Analytics Tab in the Queries pane.

  3. In the Queries pane, select the query that you want to run, and then select the date for which the data in your EMS database is to be queried.

    Option Description
    Custom The starting date is set to the first day of the month and the ending date is set to the last day of the month. You can edit one or both of these dates.
    Last Month The starting date is set to the first day of the previous month and the ending date is set to the last day of the previous month.

    Last Quarter

    This Quarter

    This Quarter To Date

    		Quarters are based on a calendar year (e.g., First quarter is 1/1 through 3/31).
    Last Year The starting date is set to 1/1 of the previous year, and the ending date is set to 12/31 of the previous year.
    This Month The starting date is set to the first day of the current month and the ending date is set to the last day of the current month.
    This Year The starting date is set to 1/1 of the current year, and the ending date is set to 12/31 of the current year.
    This Year to Date The starting date is set to 1/1 of the current year, and the ending date is set to the current day's date.

  4. Optionally, in Report Comment, enter a description.

  5. Select Get Data.

    If the query returns data, the results display on the Analytics Tab in the Results pane.

  6. You can also perform the following actions:

    • To export the query results to an Excel spreadsheet or to an XML file, select Export, and then select the appropriate file type.
    • To generate an onscreen preview of the printed query results, select Print. The preview window contains options for printing, emailing, and other actions.
    • If the query has been defined with a chart, select Chart to generate an onscreen preview of the charted data.