Specifications

Reports and Data Visualization
191
Ad Hoc Reports
The Ad Hoc tab contains journal message types that do not have associated report templates. The
control that is shown for these types of reports allow you to pick an object, type or to enter a name
to filter by.
Procedure 30-2 
Generate/Save Ad Hoc Reports
Step Action
1 Select Reports and Data Visualizer from the Home tab.
2 Select New from the dropdown. Report Editor displays.
3 Select the required date range using the Date Range Picker.
4 Select the Ad Hoc tab.
5 Select the Event Type from the dropdown menu.
6 Use the Object Selector or the Name textbox to enter a search term.
7 Select New Tab checkbox to open results in a new tab (optional).
8 Select from the following:
• Execute to run the report
• Visualize to send report results to Data Visualizer
• Save to save the report for future use (New dialog displays)
Note
The Save dialog allows the user to provide a Name and Description for the report.
It also allows the user to specify whether the report should prompt for
new/different filters when it is executed. If checked when the report is executed
the standard report dialog will be presented with the saved report information
loaded. If the user configures a report with “Custom” as the Date Range, the
report will prompt on execution so the user can specify dates.
• Exit to exit without saving
- End -
Show All
You can view an object list of all saved/available reports by selecting Reports on the Home tab
and Show All.
The saved reports are shown in a dynamic view and are by default grouped by Report Template
type.
Right Clicking on any report offers the following options: