Creating an ad hoc report

When creating an ad hoc report, you can create either a private report or a public report. Private reports are visible only to the users who create them. Public reports are visible to all users who have been granted the appropriate permissions in Access Control.

Note: You can also create an ad hoc report by saving a search from a lookup.

See Saving searches.

  1. Select Resources > Ad Hoc Reporting.
  2. In the Reports tree, browse to the node you want to add the report to.
  3. Right-click the node and select Create Private Report or Create Public Report.
  4. Type a name for the report in the Report Name field.
  5. In the Report Based On field, specify the business object that you want to use for the report.
    The object that you select connects your report to the table in the Operations and Regulations database that the report data is drawn from. For example, if you select Hansen.WorkManagement.WorkOrder, the report will pull work order data from the HISTORY table.
    When you click the popup button to the right of the Report Based On field, Operations and Regulations shows the Select Report Object dialog box, which has two tabs. The Basic tab shows a list of commonly used business objects. If you want to use one of these objects for your report, you can select it in the grid.
    If you don't see the object that you want on the Basic tab, you can use the Advanced tab to select any object in the system. The business objects are organized in a tree structure, which you can browse through to find the correct object. The tree includes both Operations and Regulations business objects and agency objects.
  6. Select the Distinct Records check box to filter out duplicate records in the report.
    Selecting the Distinct Records check box adds a DISTINCT command to the report's SQL statement. For example, suppose you want to create a report showing contacts who have submitted building applications. You could create a report based on the BuildingPermits object and include the contact properties under BuildingApplication.Applicants in the report's output columns, but if you don't select Distinct Records, then any contact who has submitted multiple applications is displayed in the report multiple times. The DISTINCT command ensures that each contact is displayed in the report only once.
  7. Add one or more filters to the report.
    See Adding a filter to an ad hoc report.
  8. Add one or more output columns.
    See Adding an output column to an ad hoc report.
  9. Click Save.