Roadmap: Creating and saving an ad hoc report

1

Create an ad hoc report.

Using the BI Publisher tool, select the layout and choose the components of the report.

Access the ad hoc reporting function.

1. Select Reports ().
2. Click the Design a New Report link.
3. From the Create section, select Report.

Choose the OLX Data Model.

1. From the Catalog section, select the folder that contains the data model (OLXAdHocDataModel).
2. Highlight the data model, and click Open.

   The Create Layout page appears.

Select the layout.

• Select from the predefined layouts, or upload an existing layout.

Add the report components.

1. At the top of the page, select the Insert tab.
2. In the Components section of the Insert tab, select the components as needed, and drag them into the workspace.

Drag in the report columns from the datasets.

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.

Save the report layout.

1. 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.

2

Save the report.

1. 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 any folder so that when you later view it in the list on the Reporting page, it appears under its folder heading, making it easier to differentiate between standard reports and ad hoc reports.

   You can create subfolders to organize your reports.

3. Click Save.

3

View the report

• In the upper-right corner of the page, click View Report ().

  The report appears in a BI Publisher window.

4

Assign the report to OutcomeLogix roles.

1. Select Administration ().
2. Click Assign Reports to Roles.
3. Click the Assign Reports to Roles link 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.