Managing Ad-hoc Reports

Contents

You can edit the parameters for these reports and save them for future use. You can edit the predefined templates by specify parameter values, selecting columns to be displayed and specifying the sort orders etc. You can view saved templates created by other users by changing the filter criteria.

Editing Templates

To edit a template, click on the [Edit] link next to the template. Click on the tabs to modify the report and click on the Save As… button.

General Tab

From the General tab modify the name, and description. Select if you want the default output parameter to be HTML, PDF, XLS, or XML. Also select if you want to publish this report.

Parameters Tab

From the Parameters tab, select the parameters and their values. You can choose to edit the parameter at runtime.

Column Selection Tab

From the Parameters tab, select the columns you want to display. Click the right and left arrow buttons to select or omit columns from the report. You can also use the Move Up and Move Down buttons to change the order of the selected columns.

Column Details Tab

From the Column Details tab, select the column name and enter a description.

Sorting Tab

From the Sorting tab, select the sorting order for the columns.

Run Test Report

From the Run Test Report tab, select the output format (HTML, PDF, XLS, or XML) and enter values for any required parameters. Click on the Run Report button.

Copying Templates

To copy an existing template, click on the [Edit] link next to the template. Click on the tabs to modify the report and click the Save As… button. Enter a name and description for this report. Also, choose if you want publish this report.

Setting Filters

To set filters, click on the More Filters… button. Select the scope, and enter the filter criteria and click on the Apply button. Click the Reset button to reset the filters. To view the current filters click on the Show Current Filters link.