Reports

A report is the output file generated from an Ad Hoc view. It can be created from the Ad Hoc View screen or from the Report Writer home screen. To create a report you first need an existing Ad Hoc view.

An existing report can be run from the repository by clicking the name of the report in the repository. When running a report with multiple pages, the first page of the report may appear before the entire report loads.

Create a Report

Follow these steps to create a report from the home screen.

  1. Click Create > Report. The Create Report window opens.
  2. Select an Ad Hoc view.
  3. Use the radio buttons to select a template, either Default Report Template or Custom Report Template.
  4. Click OK. The report opens.
    OpenAd Hoc Report - Screenshot  

Report Viewer Functions

The Report Viewer allows you to view a report, export content to various output formats, and apply formatting, sorting, and filters to control how the data is displayed.

The Report Viewer toolbar includes the following functions.

Go to the next page of the report
Go to the last page of the report
Exit the Report Viewer and go back to the previous screen
Save this report
Export the View into one of the available formats
Schedule the report
Modify the Input Controls applied to this report
Refresh the report data against the data source

Click a column heading and these functions become available:

Apply Conditional Formatting
Open the column filter window
Sort in ascending order
Sort in descending order

Column Filters

Filters allow you to change the data displayed without removing it from the report.

  1. Click Filter Icon to filter a column. The Filter column window opens for that field.
  2. Select the radio button for Show only rows where.
  3. Select a parameter from the drop-down and enter the criteria.
  4. Click OK.

Apply Conditional Formatting

Conditional formatting makes data stand out, so you can see important information at a glance.

  1. Click the header of the column you want to format.
  2. Move your mouse over SAVE icon and click Formatting.
  3. Go to the Conditional Formatting tab.
  4. In the Apply to box, select the part of the column to apply the formatting.
  5. Click Add.
  6. Select an Operator from the drop-down.
  7. Enter the Condition.
  8. Select the Format to apply to fields meeting the defined condition.
  9. If needed, repeat to add multiple conditions to a column.
  10. Click OK.
    OpenConditional Formatting - Screenshot