Ad hoc reports can offer users a quick effective way to get important information. Here are instructions on creating a basic ad hoc report to get the data you need.
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Instructions
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Before building your ad hoc report try to have a good idea of what information you want to see on your report. Start by thinking about what data you want to see and then what specifics will need to be defined to ensure you get what is needed. |
- Open Ad Hoc Reports.
Click the "New" button.
Section - Name your report.
Optionally, add a description (this helps to show the purpose of the report).
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- Click "Column Configuration".
Click the "Select Columns" button.
Section Search for the data fields you want to see displayed on the report.
Section Once all data fields are added click "Select".
Section - Verify the order of the columns.
Optionally, change the column name or set the sort order.
Section - Click "Filter Builder".
Click "Add Rule" to add a filter.
Section Search for the data you want to use to filter report results.
Section After selecting a filter choose an operator and value.
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Info If no filter is selected then every person record in OMS would be listed on the report. The goal of the filter builder is to add as many filters as necessary to limit results to match the desired criteria.
If a user wanted all officers currently serving in THQ, commissioned before 2000 then the filters would be:
- Person Type (Column) equals (operator) "Officer" (value).
- Is Current Appointment (Column) "is true" (operator) .
- Command Name (Column) equals (operator) "Territorial Headquarters" (value).
- Commission Date (Column) is less than (operator) "1/1/2000" (value).
Once all filters are selected click "Create".
Section The report will load and display the results onscreen.
Section Users can export the results or edit the report for different results.
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| Keep in mind that access to ad hoc reports is a specific user permission. Without it a user cannot see the "Ad Hoc Report" menu link. |
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