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- Open Ad Hoc Reports.
Click the "New" button.
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- 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.
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Search for the data fields you want to see displayed on the report.
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Once all data fields are added click "Select".
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Verify the order of the columns.
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Optionally, change the column name or set the sort order.
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- Click "Filter Builder".
Click "Add Rule" to add a filter.
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Search for the data you want to use to filter report results.
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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".
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The report will load and display the results onscreen.
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Users can export the results or edit the report for different results.
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| Info |
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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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