Welcome to this ACE Reports video Creating Ad Hoc Reports.
This video will demonstrate how to Create an Ad Hoc Report.
Ad hoc reports are custom reports created from a blank form.
You must set up the query filter to return data, add result objects to
display, and set up the Report View to display the data.
The first step to create an ad hoc report is to choose a universe to retrieve data
objects.
The universe determines what data objects are available for the report.
It is important to know that if you are using the multiple queries feature, you
can use data objects from multiple universes in a separate table and/or chart
on the same report.
Combining data objects from multiple universes into a single table and/or chart
is an advanced topic not covered in this video.
In the BI Launch Pad, in the Applications section, select the Web Intelligence tile.
The Select a Data Source pane displays.
In the Select a Data Source pane, select the Universe option
and select the OK button.
In the Select a Universe pane, select a universe
and select OK.
The Query Panel for the new report displays.
In the Query Panel, in the universe accordion menu(s), select a Result
Object in the Universe.
Please note that if required, expand the accordion menus folders using the
Expand folders icon, or use the search functionality at the top of the menus.
Drag and drop the selected data object to the Result Objects area or select
the object and use the move right icon to move it to the Result Objects area.
As necessary, continue to load result objects until all desired result
objects are selected.
In the Query Panel, in the universe accordion menu(s), select an object
as the query filter.
Drag and drop the selected data object into the Query Filters area or select
the object and use the move right icon to move it into the Query Filters area.
As necessary, continue to load data objects into the Query Filters area until
all desired query filters are selected.
In the query filter, for each filtered object, adjust the operator(s) and
operand values(s).
If necessary, select the Click to Define filter type button, and adjust the
operand type(s).
The available operand types are:
Constant: Type a single value or multiple values.
Value From List: Either search for, or select manually, a single or multiple
values from the List of Values dialog box to populate the Value field.
Prompt: Create a dynamic filter that allows the user to select values each
time the report runs. For example, most standard reports include prompt filters.
Object From This Query: Use another object from the Universe outline as the
value for the filter data object.
Use this option to create dynamic date filters using Date Objects.
Select Refresh in Data Preview to preview the data for that report.
Select the Apply and Close button.
Then Save the report.
Please see the Saving and Exporting Reports QRC for more detail.
It is very important to note that before running your new report, select the Apply
and Close button and Save the report.
If you select Run from the Query Panel and the report times out while running,
you will lose all changes.
In the Query section of the toolbar, select the Refresh icon.
If necessary, if the Prompts dialog box displays, type or select prompt values,
and then select the Run button.
The report displays.
Select the Save button to save the report.
See the ACE Reports Running a Standard Report QRC for more detail.
This concludes our demonstration of how to Create an Ad Hoc Report.
If you have any questions, email acetraining@cbp.dhs.gov.