Create Ad-hoc Reports Using OOB Data Model

Authorized users can create custom reports based on the out-of-the-box data model from the OAS Home page. Users can create custom folders under Shared Folders (for example, Shared Folders > MONITORCS Ad-hoc Analysis) to store custom reports.

Note:

Before proceeding with the next release, ensure that all the existing custom reports are backed up.

To back up a custom report:

1. Navigate to Shared Folders and select the folder in which the custom report is stored.
2. Right-click the desired report and select Export. Select File option.
3. In the Export dialog box, enter the file name and password.
4. The report is downloaded as a <file_name>.dva file.

Procedure for creating ad-hoc reports

Perform the following steps to create ad-hoc reports:

1. From the OAS Home page, select Create > Workbook.The Add Data dialog box appears.
2. Select the required Subject Areas from the dropdown list and click Add to Workbook.
3. In the Data Panel of the chosen subject area:
   • Select multiple parameters from each dimension by holding the CTRL key.
   • Right-click the selected attributes and choose Pick Visualization to select the desired chart type.
   • Alternatively, click Create Best Visualization to auto-generate the most suitable chart as determined by OAS.
4. Click Save As to save the ad-hoc report. Enter the report name, and select the destination folder. Users can create custom folders under Shared Folders.

   Note:

   To avoid maintenance and access issues, do not create nested folders under the existing Shared Folders structure.
   Then click Save to complete the process.