WEBVTT

00:00:02.366 --> 00:00:08.566
Welcome to this ACE Reports video
Creating Ad Hoc Reports.

00:00:08.566 --> 00:00:13.866
This video will demonstrate how to
Create an Ad Hoc Report.

00:00:13.866 --> 00:00:19.266
Ad hoc reports are custom reports created
from a blank form.

00:00:19.266 --> 00:00:24.499
You must set up the query filter to
return data, add result objects to

00:00:24.500 --> 00:00:29.700
display, and set up the Report View
to display the data.

00:00:29.700 --> 00:00:35.166
The first step to create an ad hoc report
is to choose a universe to retrieve data

00:00:35.166 --> 00:00:36.899
objects.

00:00:36.900 --> 00:00:42.500
The universe determines what data objects
are available for the report.

00:00:42.500 --> 00:00:47.633
It is important to know that if you are
using the multiple queries feature, you

00:00:47.633 --> 00:00:54.033
can use data objects from multiple
universes in a separate table and/or chart

00:00:54.033 --> 00:00:56.133
on the same report.

00:00:56.133 --> 00:01:02.799
Combining data objects from multiple
universes into a single table and/or chart

00:01:02.800 --> 00:01:08.266
is an advanced topic not covered in
this video.

00:01:08.266 --> 00:01:15.366
In the BI Launch Pad, in the Applications
section, select the Web Intelligence tile.

00:01:18.300 --> 00:01:21.833
The Select a Data Source
pane displays.

00:01:21.833 --> 00:01:28.933
In the Select a Data Source pane, select
the Universe option

00:01:28.933 --> 00:01:31.099
and select the OK button.

00:01:35.600 --> 00:01:43.733
In the Select a Universe pane, select a
universe

00:01:43.733 --> 00:01:45.299
and select OK.

00:01:49.100 --> 00:01:52.466
The Query Panel for the new
report displays.

00:01:52.466 --> 00:01:57.799
In the Query Panel, in the universe
accordion menu(s), select a Result

00:01:57.800 --> 00:02:00.433
Object in the Universe.

00:02:00.433 --> 00:02:06.366
Please note that if required, expand
the accordion menus folders using the

00:02:06.366 --> 00:02:12.532
Expand folders icon, or use the search
functionality at the top of the menus.

00:02:14.566 --> 00:02:20.132
Drag and drop the selected data object
to the Result Objects area or select

00:02:20.133 --> 00:02:27.033
the object and use the move right icon
to move it to the Result Objects area.

00:02:27.033 --> 00:02:32.699
As necessary, continue to load result
objects until all desired result

00:02:32.700 --> 00:02:36.266
objects are selected.

00:02:36.266 --> 00:02:42.066
In the Query Panel, in the universe
accordion menu(s), select an object

00:02:42.066 --> 00:02:44.499
as the query filter.

00:02:44.500 --> 00:02:50.733
Drag and drop the selected data object
into the Query Filters area or select

00:02:50.733 --> 00:02:57.233
the object and use the move right icon
to move it into the Query Filters area.

00:02:57.233 --> 00:03:03.866
As necessary, continue to load data
objects into the Query Filters area until

00:03:03.866 --> 00:03:07.299
all desired query filters are selected.

00:03:13.800 --> 00:03:20.033
In the query filter, for each filtered
object, adjust the operator(s) and

00:03:20.033 --> 00:03:22.433
operand values(s).

00:03:22.433 --> 00:03:28.133
If necessary, select the Click to Define
filter type button, and adjust the

00:03:28.133 --> 00:03:31.733
operand type(s).

00:03:31.733 --> 00:03:35.133
The available operand types are:

00:03:35.133 --> 00:03:39.966
Constant: Type a single value or
multiple values.

00:03:39.966 --> 00:03:46.666
Value From List: Either search for, or
select manually, a single or multiple

00:03:46.666 --> 00:03:53.132
values from the List of Values dialog box
to populate the Value field.

00:03:53.133 --> 00:03:58.666
Prompt: Create a dynamic filter that
allows the user to select values each

00:03:58.666 --> 00:04:05.866
time the report runs. For example, most
standard reports include prompt filters.

00:04:05.866 --> 00:04:11.299
Object From This Query:  Use another
object from the Universe outline as the

00:04:11.300 --> 00:04:14.666
value for the filter data object.

00:04:14.666 --> 00:04:21.266
Use this option to create dynamic date
filters using Date Objects.

00:04:36.233 --> 00:04:41.666
Select Refresh in Data Preview to preview
the data for that report.

00:04:53.033 --> 00:04:55.666
Select the Apply and Close button.

00:04:59.566 --> 00:05:01.666
Then Save the report.

00:05:01.666 --> 00:05:07.832
Please see the Saving and Exporting
Reports QRC for more detail.

00:05:07.833 --> 00:05:13.766
It is very important to note that before
running your new report, select the Apply

00:05:13.766 --> 00:05:17.299
and Close button and Save the report.

00:05:17.300 --> 00:05:22.700
If you select Run from the Query Panel
and the report times out while running,

00:05:22.700 --> 00:05:24.800
you will lose all changes.

00:05:28.733 --> 00:05:33.799
In the Query section of the toolbar,
select the Refresh icon.

00:05:33.800 --> 00:05:40.733
If necessary, if the Prompts dialog box
displays, type or select prompt values,

00:05:43.900 --> 00:05:46.000
and then select the Run button.

00:05:52.933 --> 00:05:55.033
The report displays.

00:05:55.033 --> 00:05:58.999
Select the Save button to save the report.

00:05:59.000 --> 00:06:06.466
See the ACE Reports Running a Standard
Report QRC for more detail.

00:06:06.466 --> 00:06:11.732
This concludes our demonstration of how
to Create an Ad Hoc Report.

00:06:11.733 --> 00:06:23.233
If you have any questions,
email acetraining@cbp.dhs.gov.