Creating and saving an ad hoc report

1. From the Catalog section, select the folder that contains the data model (OLXAdhocDataModel).

   The data model appears on the right side of the window.

2. Select the data model, and click Open.

   The Create Layout page appears.

• Select from the predefined layouts, or upload an existing layout. For more information, see the BI Publisher online help.

  The Layout Editor workspace appears.

1. At the top of the page, select the Insert tab.
2. In the Components section of the Insert tab, select the following components as needed, and drag them into the workspace:
   • Layout Grid—Inserts a grid with a specified number of rows and columns into which you can add components such as graphs, charts, and data item columns.
   • Repeating Section—Inserts a section to display data items based on the number of times they appear in the report.
   • Data Table—Inserts a table that contains rows and columns, column headers, and a row that automatically calculates column totals.
   • Text Item—Inserts a text box in which you can type custom text.
   • Chart—Inserts a customizable chart.
   • Gauge—Inserts a gauge graph, which allows you to view the status or quantity of a single data item. For example, a gauge graph can display the number of queries at a site at the time the report is generated.
   • Pivot Table—Inserts a customizable pivot table.
   • Image—Inserts an image, such as a company logo or a photograph.

1. From the Data Source tree, navigate to a dataset.
2. Select a data item to add to the report, and drag it to the report component where it should be used. Repeat until all the columns have been added to the report layout.

1. To save the report layout, in the upper-right corner of the page, click Save ().

   The Save Layout dialog box appears.

2. Specify a Layout Name and Locale for the layout.
3. Click Save.
4. Click Return.

   The report layout appears on the page.

1. To save the report, in the upper-right corner of the page, click Save Report ().

   The Save As dialog box appears.

2. Specify a location in which to save the report, the report name, and a description of the report.

   You can save the report to your Ad Hoc Reports folder so that when you later view it in the list on the Reporting page, it appears under the Ad Hoc Reports heading, making it easier to differentiate between standard reports and ad hoc reports.

3. Click Save.

• To view the report, in the upper-right corner of the page, click View Report ().

  The report appears in a BI Publisher window.

1. Select Administration ().

   The Administration page appears.

2. Click Assign Reports to Roles.

   The Assign Reports to Roles page appears.

3. Click the Assign Reports to Roles link for the role.

   The Assign Reports to Roles page appears for the role.

4. From the Available Reports list, select the ad hoc report to assign to the role, and click the add (>) button.
5. Click Submit.

Note: You must assign every report you create to one or more roles.