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Ad Hoc Reporting

To create and run custom reports:

1. On the toolbar, click System/Utilities, and then click Ad Hoc Reporting.

2. From the Main File drop down menu, select the desired file.

3. Enter a query title in the Query Title field.

4. In the Fields tab:

   Figure 1-177 Fields Tab

   

   1. Select the desired fields from the Fields table, and click Add.

   2. To add multiple fields of the same type, select the field, and then click Insert.

   3. To delete a field, select the desired field, and then click Delete.

   4. To edit how the column for a selected field appears, select the desired field, and then click Expression. After editing the column parameters, click OK.

5. In the Selections tab:

   Figure 1-178 Ad Hoc Reporting – Selection Tab – Selection Operators

   

   1. Select the desired fields from the Fields table, and click Add. The Selection Operators window opens.

   2. Set the desired Selection Operator from the list, and then click OK.

   3. To add multiple fields of the same type, select the field, click Insert, and then repeat Step 2b.

   4. To delete a field, select the desired field, and then click Delete.

   5. To edit the selection criteria expression, click Expression

   6. To edit the values of the fields, click Default Value.

6. In the Ordering tab, edit the Ad Hoc report appearance by specifying how the report is ordered and indexed after being run.

   Figure 1-179 Ad Hoc Reporting – Ordering – Ad Hoc Index

   

   1. From the Ordering drop down menu, select Ad hoc index. The Ad hoc button to the right of the field becomes functional.

   2. Click Ad hoc.

   3. Double-click the fields to edit. The fields then appear in the right hand column.

      1. Mark the Caps check box to display the field in capital letters.

      2. Mark the Reverse check box to display the field in reverse order.

      3. Select a field, and then click Move up or Move down to sort the ordering of where the fields display in the report.

      4. Click Delete to remove a field from the ordering list.

      5. Click OK.

   4. The newly ordered fields now appear in the main tab. Mark the check box under the Break column to break the report on that field.

7. Enter a Before report and After report message in the Texts tab.

8. In the Output tab, set the desired report destination:

   1. If the destination is to a printer, mark the Printer radio button, and set the desired parameters, such as printer destination, font, formatting, and selection criteria.

   2. If the destination is a preview, mark the Preview radio button, and set the desired parameters (similar to the Printer selection).

   3. If the destination is a file, mark the File radio button, and set the desired parameters, including:

      • File path

      • Use of ANSI characters

      • Inclusion of column names

      • Use of semicolon as a delimiter

      • File format (HTML, XML, etc.)

9. Click Run.