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
 

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


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


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.


Click OK. The Ad Hoc View canvas displays.


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.


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


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.


Return to the Repository.

End of steps