Ad Hoc Reports Overview

The ad hoc report writer gives users the ability to create reports and dashboards quickly and easily.

When you design a new report, the report designer leads you through a logical series of steps, beginning with the choice of a data source. After you have a data source, you can then choose the fields you want to use in your report. You can configure field attributes such as sorting and grouping, create charts and gauge panels, choose the colors and shading for your report, and define the header and the footer content. You can also define who you want to share the report with, and what permissions that you want to allow other users when interacting with your report.

If your agency has obtained a license key to access the form layout tool in ad hoc reports, you can use the form layout tool in ad hoc reports to create forms, edit forms, and add data fields.

The design process always presents users with a simple set of actions on each tab that enables even a novice report writer to create an effective report. However, the process also provides several opportunities for more advanced configuration and setup for more experienced users.

You can save reports and dashboards and categorize them into folders for easy reference. Saved ad hoc reports can be re-run as needed. You can update dashboards at the click of a button. Administrators can upload ad hoc reports to the Reports menu that is available on many portlets.