Creating an Interactive Query

Introduction

Thentia comes with many standard reports, however, you and your agency may need to create targeted reports pulling in specific information within specified criteria. This article explains how an Interactive Query can be created in Thentia to display chosen data points and filter results to meet necessary criteria.

Steps to Building an Interactive Query (Detailed Report)

• Access the Analytics Module 
• Add New Record (Add a New Report)
  
• Select Build Query By Interface
  
• Select the Detailed Report Option
  Note: After learning about the fundamentals of Interactive Queries, learn more about Aggregate Reports in the lower portion of this article.
  
• Provide a Report Name
• Select the Data Source Entity
  For this step, you'll need to direct the system to pull information from a specific entity, such as:
  
  • Licenses
  • License Applications
  • Renewals
    In this example, License Applications have been selected.
    
• Keep in mind: The options in the expandable menu on the left for any module can be used to locate specific entities. For instance, within the Register Module, if you expand the menu from the upper left, you'll see the labels your agency uses for each entity.
  

• Once a specified Data Source Entity has been selected, click the Continue button.
  
• You'll then have the opportunity to select columns of information to be displayed in your report.
  Click the checkboxes on the left side of the screen to add each column. 
  All of the available options are listed from the Data Source Entity that was selected when the report was created. 
  
• You can also type to search for a data point. For example, the Profile that is connected to each application can be searched for and added.
  
• Columns of information can be organized and updated. 
  Click, hold, and drag the column to any location you'd like.
  
• The Submitted Date for the License Applications is an example of a commonly used data point for reporting on license applications.
  
• As you take steps with your report, don't forget to Save your work by clicking on the Save button. Although the system will display a preview of the report, to view the entire report click on the Save & Run option. 
  
• Sorting can be added to a report by clicking on the header of any column of information in an Interactive Query. Click on a column header once for ascending oder, twice descending order, or a third time to remove the sorting.
  
• Filtering results can be done by clicking on the Filters option in the bottom left of the window.
  
• Once the window opens, you'll then be prompted to select the data points you wish to filter by.
  
• For instance filtering by Application Status; once the filter is selected, use the operation dropdown to select options such as:
  
  • Starts With
  • Ends With 
  • Equal To 
  • Not Equal To
  • Contain
  • Does not Contain
  • Empty
  • Not Empty
  • In
    
• Then enter the value you're looking for in the field to the right of the operation dropdown.
• Filtering by Date Ranges is also possible, for instance if the Submitted Date were selected as a filter, the operation drop down will include options such as:
  • Equal
  • Not equal to
  • Empty
  • Not empty
  • Before
  • On or Before
  • After
  • On or After 
    In the example above, Submitted Date has been added twice and specified date range has been create by selecting the On or After and On or Before options.
• To add an additional filter click the Add Condition option and then select an data point to filter by. 
  
• Click to Apply your filters.
• You can update columns, sorting, and filters at any time. 
  Helpful tip: To prevent losing any prior work; instead of updating and saving over an existing Interactive Query, you many want to duplicate a report first so that you don't lose a pre-existing version.
  
• After clicking Save & Run, you'll see the entirety of the results and have the ability to Export the Report to Excel and Edit the report.
  

Steps to Building an Interactive Query (Aggregate Report)

Please review the fundamentals of creating an Interactive Query covered in the section Above before continuing to learn about Aggregate Reports.

• After selecting Interactive Query, then select the Aggregate Report Option.
  
• Provide your report with a name
• Select the Data Source Entity
  For this step, you'll need to direct the system to pull information from a specific entity, such as:
  
  • Licenses
  • License Applications
  • Renewals
  • Etc
    In this example, License Applications have been selected.
    Once a specified Data Source Entity has been selected, click the continue button.
• You'll then have the opportunity to select what information you'll be segmenting your results by.
  Click the checkboxes on the left side of the screen to add each grouping. 
  All of the available options are listed from the Data Source Entity that was selected when the report was created. 
  
• For example, a report bringing back applications that will display the number of application in each status. Application Status has been selected as grouping option.
• Additional Attributes/Groupings can be incorporated in an Aggregate Report (Up to 3 Attributes)
• You can also add Filters to your Aggregate Report, please review the details on adding filters in the section above: Steps to Building an Interactive Query (Detailed Report).
• As you take steps with your report, don't forget to Save your work by clicking on the Save button. Although the system will display a preview of the report, to view the entire report click on the Save & Run option. 
  

FAQs (Coming Soon)