Creating and Managing Configurable Inquiries (CIs)

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Process

This job aid provides instructions on how to create, use, and manage Configurable Inquiries (CIs) in CORE Insight.

Check Existing Configurable Inquiries First

Before creating a new CI, users should always check existing Configurable Inquiries first. This prevents the creation of redundant data, which can lead to system clutter and unnecessary cleanup efforts.

To check your existing CIs, navigate to the CIMYINQ page.
Click Apply to search this screen to see if a configurable inquiry that meets your needs has already been created or shared with you.

“My Configurable Inquiries” interface. The top section includes filters for Inquiry Name, Owner, Description, Created By, and a dropdown labeled “My Inquiries,” with “Apply” and “Reset” buttons below.

Creating a Configurable Inquiry (CI)

A CI allows users to create their own custom reports by selecting a business view, columns, and filters on pre-made data sets and views.

Type the code CREATCI into the search bar and select the "Create Configurable Inquiry" option.

Click the Business View picklist to select the data source you want to report on (e.g., "Security Business Role Assignment"). This is equivalent to selecting a semantic model or "universe” in infoAdvantage terms.

Type an Inquiry Name and a Description that clearly defines the purpose of the report so that someone else who might need to use the Inquiry can know to select it based on the information in the description. Click Continue.

Screenshot of the CORE system’s “Create Configurable Inquiry” interface, currently on Step 1: Inquiry Information. The top progress bar lists six steps: Inquiry Information, Define Columns, Define Filters, Chart Settings, Format Settings, and Preview. Three required fields are outlined in red: Business View (selection field), Inquiry Name (text field), and Description (text area with character count indicator). Navigation buttons labeled “Continue,” “Save,” and “Exit” appear below.

Select the columns you want to include in your report. The choice of columns is crucial for defining the inquiry. Click Continue.

Screenshot of the CORE system’s “Create Configurable Inquiry” interface, currently on Step 2: Define Columns.

Choose the fields you want to allow users to filter the report by (e.g., Department, User ID). Click Continue.

Screenshot of the CORE system’s “Create Configurable Inquiry” interface, currently on Step 3: Define Filters. The selected business view is “Security Business Role Assignment”

Depending on the type of inquiry you are creating, analytical view and chart settings may be unavailable because the Business View does not contain numeric or currency fields. Click Continue.

Screenshot of the CORE system’s “Create Configurable Inquiry” interface, currently on Step 4: Chart Settings. The selected business view is “Security Business Role Assignment”

Review the Format Settings and Preview screens for setting dates, decimals, and other data formats. Click Continue.

Click Save to finalize your CI. Then click Execute Inquiry to run the report and view the results.

Screenshot of the CORE system’s “Create Configurable Inquiry” interface, currently on Step 6: Preview. The top progress bar shows all six steps completed with green checkmarks: Inquiry Information, Define Columns, Define Filters, Chart Settings, Format Settings, and Preview. A message box states: “Please save the Inquiry. Once saved, you will be allowed to execute the Inquiry and provide filter values.”

Did You Know?

The Advanced Grid feature provides extended functionality, such as creating a pivot table for advanced analysis directly within the executed CI report view. For more information on the Advanced Grid Functionality, please see our Advanced Grid job aid.

CI Advanced Grid

The Advanced Grid feature provides extended functionality for data manipulation directly within the executed CI report view.

Click the Advanced Grid icon in the report view.

A red arrow highlights the “Advanced Grid” icon in the toolbar.

Click the Advanced Grid right-hand menu bar to expand the menu.

Functionality: This allows for advanced analysis, such as creating a pivot table from the data in the grid action view. Note: Exporting the grid data to a spreadsheet will not pull the pivoted view.

On the right, a filter and column configuration panel is open with options for enabling columns, setting row groups, and defining aggregation values.

Sharing a CI

You can share your created CI with other users.
- Use the three-dot menu to access the share function.

A dropdown menu under the “Save As” button is open, showing options: Print Page, Format Fields, Share (highlighted in red), and Copy. Navigation icons are visible on the left and top bars.

Alerts: You have the option to send an alert to the recipient when you share the CI with them.

Below the “User ID” field is a checkbox labeled “Send Alert,” outlined in red. At the bottom right are two buttons: “Share” (blue) and “Cancel” (white).

Share Configurable Inquiries Selectively: Any Business Role can share CIs, but you should be mindful of who receives them to avoid information overload.
Be Mindful of Over-Sharing: Sharing a CI with too many people, even those with the same Business Role, sends unnecessary data and is inefficient.

Accessing Shared CIs: To view shared inquiries, enter CIMYINQ into the Global Search field, select My Configurable Inquiries, and then choose the Apply button to see all shared reports.

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