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
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 |
|---|---|---|
| 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 |
Too Many Duplicate Officers
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 for an officer in the territory.
Depending on what is desired there are several things users can do in this example.
- Use the filter "Is Current Appointment" - This will restrict results to records with current appointments.
- Use the filter "Is Primary?" - This will restrict results to only primary appointments.
- Use select dates (like appointment "Start Date"/"End Date") - This will restrict results to a specific range of time.
Dependent Listing Duplicates
If a report is created to show dependents then the results will display results for dependents for each parent. Meaning if a child record is marked as a "dependent" on both parents records it will be shown twice in the results. Once for the mother and once for the father.
One way this could be managed would be to filter on the parent gender. This would mean that the report would only list one dependent result per couple.
- Use the filter "Gender" = F - This will restrict results to one parent result
This may not be effective if there are any dependents set for only one spouse.
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