There are some things to consider when creating your ad hoc reort. The data may respond in a seemingly "odd" way depending on the columns selected. The following is a list of tips and suggestions to consider when you are customizing your reports.
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Filters, Filters, Filters
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Always try to define your set of data very specifically. By default, ad hoc reports is going to try reporting on all records in the territory and users will need to be careful to limit the results strategically. It is suggested to always start by using the following filters:
| Filter Name | Purpose | Example Data |
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| Person Type | Use to restrict your report to specific types of records | "Officer", "Cadet" etc | | Person Status | Use to restrict your report to records with a specific status | "Active", "Retired" etc |
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Too Many Results
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The data returned in a report is dependent on the selected columns. When a column is selected the ad hoc report will try to return as much information as possible for the type of data (column). For example, if a user chooses to include the column "Command Name" the report will try to return the command for all appointments in the users OMS territory. Depending on what is desired there are several things users can do in this example. - Use the filter "Is Current Appointment" - as this will restrict results to each records with current/active appointments.
- Use select dates (like appointment "Start Date"/"End Date") - as it will restrict results to a specific range of time.
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| Try things and keep in mind that you can always remove a filter and try again. |
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