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Querying for Person Status History

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You can query for person status history to review how a record has moved through statuses over time. Use this approach to audit status changes, troubleshoot lifecycle movement, and give reviewers more context about a person’s progression.

Try a Slate example 💼

Copy this Suitcase ID and paste it in Database → Suitcase Import to import a pre-made example query:

e9ffc0c3-bfa3-4092-aca7-19d0b7a9c69a:slate-admissions-showcase

💡 Tip

Find this query and other importable examples in the Admissions Showcase environment.

Reviewing status changes over time

A person status history query can return one row per person and include a timeline-style export that lists each recorded status change with the date and time it was assigned. This helps you see the sequence of lifecycle movement without opening each record individually.

The example includes the person’s first name, last name, reference ID, and a Statuses export. The Statuses export concatenates each status and timestamp on a separate line, sorted from oldest to newest.

Building the query

Create the query

  1. Go to Queries / Reports.

  2. Select New Query.

  3. Configure the following settings:    

    • Name: Person status history

    • Folder: Select the folder where the query should be saved.

    • Type: Configurable Joins

    • Base: Person

  4. Select Save.

Add person exports

Add exports that identify each person returned by the query.

  • Person / First, labeled First Name

  • Person / Last, labeled Last Name

  • Person / Reference ID, labeled Ref ID

Add the Statuses subquery export

The Statuses subquery export is the main output column. It gathers the person’s status history, formats each status with its timestamp, and combines the status rows into one timeline-style field.

  1. Select Subquery Export.

  2. Name the export Statuses.

  3. Configure the following settings:    

    • Type: Dependent subquery

    • Output: Concatenate

    • Row Separator: \n

Status history join

The join tells the subquery which status rows belong to the current person.

  1. In the subquery export, select Join.

  2. Select Statuses.

  3. Select Save.

Status value exports

These subquery exports create each line in the timeline. The example combines the status value, a literal separator, and the timestamp.

  1. Select Export.

  2. Export Statuses / Status.

  3. Select Literal.

  4. Enter - as the literal value.

  5. Select Export.

  6. Export Statuses / Timestamp.

  7. Format the timestamp as MM/dd/yyyy hh:mm tt.

Status timestamp sort

The sort keeps the timeline chronological.

  1. Select Sort.

  2. Select Statuses / Timestamp.

  3. Configure the sort direction as Ascending.

  4. Select Save.

  5. Select Save again to save the subquery export.

Customizing the results

Add filters to focus the query on the population you want to review. For example, filter by population, active status, entry term, round, application status, or assigned staff.

You can also adjust the timeline output. Change the timestamp format, add other status-related fields, or add person and application exports if reviewers need more context alongside the status history.

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