Create a basic Ad Hoc Report

Owned by Jason Reel (Deactivated)
Last updated: Feb 13, 2020
3 min read

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.

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.


Instructions


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 consider the specific criteria needed to define results and ensure you get what is required.


  1. Open Ad Hoc Reports.

  2. Click the "New" button.

  3. Optionally, name your report and add a description (this helps to show the purpose of the report). A title is only required if the user wants to save their ad hoc report.

  4. Click "Column Configuration".

  5. Search for the data fields you want to see displayed on the report. As text is entered the list will be filtered. Search for and add all desired data columns.

  6. Once all data fields are added click "Select".

  7. Verify the order of the columns.

  8. Optionally, change the column name or set the sort order.

  9. Click "Filter Builder".

  10. Click "Add Rule" to add a filter.

  11. Search for the data you want to use to filter report results.

  12. After selecting a filter choose an operator and value.

    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).

    Filter Background:

    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.


    When to use "And" / "OR":

    • AND - means that the report will only return results where ALL filters are met.
    • OR - means that the report will return ANY result that meets any filter.

  13. Once all filters are selected click either "Generate" or "Generate & Save Template".

    • Generate - the ad hoc report will load results without saving the template.
    • Generate & Save Template - saves the report for later use and generates the results.

  14. The report will load and display the results onscreen. 

  15. Users can export the results or edit the report for different results.