New Ad Hoc Reports

Use this function to create view and modify Ad Hoc reports and save Canned Reports.

There are three steps in the process:

Step 1. Specify the Identifying Information such as visibility and frequency. See below.
Step 2. Select the Report Properties and set the Conditions. Refer to Report Properties and Conditions.
Step 3. Run (or Generate) the report. Refer to Run Report.
  To edit a report, following the same steps as outlined above.

Identifying Information

1. In the navigation pane, select Reports > Ad Hoc Reports. The Reports window displays.
2. From the Select Actions drop-down list, select New Report.
The report window updates.
3. Complete the fields in the upper portion of the window, referring to the information below.
Field Description
Name Name to identify the report.

Is Private

Marks the report as private so only visible to those designated in the Visible field.

Visibility

The names of the users, group, roles or departments who can see the report. This field Is only displayed when the Is Private option is selected.

To select those who can see the report, do the following:.

1. Click the Add button. .The Send Report To dialog box displays.
2. Select the applicable recipients (users, roles, etc.).
3. When all selections/entries are made, click Save.

Is Scheduled

The frequency at which the report is generated.

Send Report To

The names of the users, group, roles or departments to whom the report is sent. This field is only displayed when the Is Scheduled option is selected. To select those who will receive the report, follow the instructions above for Visibility.

Schedule Report Frequency

There are two ways to set a frequency.

Option 1

Option 2

To configure a specific frequency:

1. Click the drop-down list and select Current Time Settings.
2. In the displayed columns (Second, Minute and so forth), select the applicable times. In the example below, the report will generate every hour on Tue and Thu only.
3. To remove the data currently entered, move to the Select Actions drop-down list and choose Clear Query.
4. When all selections/entries are made, click Save and Continue.
5. To continue the process, follow the instructions for Report Properties and Conditions.

 

Related Topics

About Reports
About Canned Reports