Build a Basic Ad Hoc Report

There are many ways to create complex queries and reports. This quick guide to creating a simple report will get you started. For more detailed information, see our step-by-step Chrome River ANALYTICS Ad Hoc Reporting Tutorials or WebFOCUS Online Help.

Creating a Report

Click the Ad Hoc Reports tab, then right-click on the desired reporting object. Click NEW, then click REPORT.

A new InfoAssist window will open.

Adding Data to the Report

Determine which information you would like to see on your report. In the Data pane, find the fields you would like to add. Fields are organized into segments by type. Click on each field and drag it to the Query Pane below or the Interactive Design View to the right.

Data fields can be added as dimensions (non-numeric fields) or measures (numeric fields). To begin, drag your first data field to the Interactive Design View pane to add it to the report. To add subsequent data fields, drag them to the right or left of an existing column. A red line will indicate where you are placing the data field.

To add a data field as a row, add it to the top of an existing column. A red line will indicate where you are placing the data field.

Removing Data From the Report

To delete a data field, hover anywhere over the field, right-click on your mouse, and click DELETE.

Creating Filters

For complete details on creating filters, see Create Filters for Ad Hoc Reports.

Query

The Query Design pane shows how your data fields are set up. By lists the columns, Across lists the rows, and Sum lists any fields that were added as measures. You can rearrange the data fields on your report by dragging to rearrange them within the Query Design pane. You can also add, remove and filter the fields in the Query Design pane.

Running a Report

When you are ready to run the report, click on the Format tab, select the desired output type and click RUN at the top of the window. The report will be generated in the InfoAssist window or in a separate browser window, depending on the output type you select.

Recommended Output Types

The report can be generated as HTML, PDF, Excel 2000 or HTML active report. The HTML active report is designed for offline analysis. It allows you to interact with the data using analysis options similar to those found in an Excel workbook. If you choose to generate an Excel 2000 report, you may receive a Windows Security prompt that requires you to reenter your log-in credentials.

TURN OFF THE WINDOWS SECURITY EXCEL PROMPT

1. Navigate to the EXCEL.EXE program. The location depends on your version of Windows and Excel. For example, in Windows 7 with Office 2010, it will be found in Computer > C: > Program Files (x86) > Microsoft Office > Office14.

2. Right-click the EXCEL.EXE program and select PROPERTIES at the bottom of the menu.

3. Click on the COMPATIBILITY tab. You will notice that Compatibility mode is not checked by default.

4. Check the box to enable compatibility mode. This will activate the select list. Select: Windows Server 2003 (Service Pack 1).

5. Review the new settings, click APPLY, and close the Properties dialog box.