To create a report using the ad hoc editor

Purpose

Use the steps in this procedure as required to create a report. At any time during creation you can click on the eye icon to toggle to display mode and preview the report.

Steps
 
1 

Open Data Collection and Analysis Analytics Reports, Adhoc Report Design. The Select Data window displays.


2 

Open the folders, choose a domain, and click Choose Data. The list of tables in the data domain displays.


3 

Choose the tables in the Source panel that you want to include in the report and click the right arrow to move them to the Selected Fields panel.


4 

Click OK. The Ad Hoc View canvas displays.


5 

Expand the data tables in the Fields and Measures panels. Click and drag relevant data types to the Columns and Rows selectors.

Note: You can move a data type from field to measure, or vice versa. Right-click on the data type and choose Use as Measure or Use as Field.


6 

Right-click on column headers to change grouping, apply and create filters, or sort data as needed.


7 

Click Save to save the ad hoc view for further editing, or save it and create a report.

After the view has been saved, you need to click Select Fields to choose a new table. Do not use the browser Back button.


8 

Return to the Repository.

End of steps