Let us look at the Data Source tab where you need to specify the source query object for creating an ad hoc report.
Data Source properties
|Query Object||Select from Query Object Selector||Open the Query Object Selector, navigate to the folder and select the data source Query Object for this report.
Selecting a Query Object populates its fields in all the sections (tabs) of the Ad hoc Report Designer
|Query Editor||Open Query Editor||If you are a Data Administrator you can either design or edit the selected Query Object|
|Formula Fields||Open Formula Fields dialog
||Formula Fields allows you to add calculated fields that are populated at run time without modifying the query object. You can now add a formula field to specify a formula expression that can use existing field(s). This formula field can be treated like any other field on grid, chart or matrix in the report.
You can also add Formula Fields at run time by right-clicking anywhere on the Ad hoc Report viewer
|Report Title||Type yourself||Type the title that should appear on the ad hoc report|
|Report Format||Select from the list:
|HTML = Default format
Opens report in HTML Report Viewer
ACROBAT PDF = Opens report in PDF viewer
MS EXCEL = Downloads report in XLS format
COMMA SEPARATED = Downloads report in CSV format
TEXT = Downloads report in TXT format
MS WORD = Downloads report in DOC format
MS POWERPOINT = Downloads report in PPT format
iHTML = Opens report in single page HTML with Grid and Interactive Charts
SMART = Opens report in Intellicus Smart View
XML = Downloads report in XML format
RAW TEXT = Downloads large reports in CSV format, without formatting
|Template||Select from the list||A template defines the layout part of the ad hoc report. This generally applies to color, fonts and page size of the report.
Some templates could be specifically designed for certain reports – such as wide report etc.
|Detailed = Shows detail section (expanded), hence showing the lowest level detail of the report
Summarized = Hides detail section, hence showing only the group level summary of the report.
Summarized Report shows useful data only when groups and summaries are applied
View Options are format specific settings for the report:
|Download Zipped File||Check/Uncheck||Applicable to downloadable formats (ACROBAT PDF, MS EXCEL, COMMA SEPARATED, TEXT, MS WORD, XML, RAW TEXT, MS POWERPOINT)
Check = Zip the file and download
Uncheck = Downloads the unzipped file
|Multipage||Check/Uncheck||Applicable to specific formats (HTML, ACROBAT PDF, TEXT, MS WORD, IHTML, XML, RAW TEXT, MS POWERPOINT)
Check = Break report into pages according to size mentioned in template
Uncheck = Merge all pages into single page
(Note: Single page reports will be slower to download and viewers carry their limitations in opening these files)
|MS EXCEL View Options|
(Alternate property to Multipage )
|Single Sheet = Merge all pages into single page
MultiSheet = Break report into pages according to size mentioned in template
Horizontal Breaks = Break report only on the length part and keeps the width to actual size required at run time.
(This breaking is required for reports with large number of fields or matrix fields when you don’t want pages to split vertically)
|Remove Blank Rows, Columns||Check/Uncheck||Check = Compact the Excel Report by removing blank rows and columns
Uncheck = Shows the Excel Report including blank rows and columns
|Repeat Page Header and Footer||Check/Uncheck||Check = Repeat column headers on each page
Uncheck = Merge all detail data under a single instance of column headers
|COMMA SEPARATED View Options|
|Separator||Select (under Predefined) or Type yourself (under Custom)||Select the separator character to be inserted between columns in the CSV output|
|Enclosure||Select (under Predefined) or Type yourself (under Custom)||Select the enclosure character to be used to enclose each column value in the CSV output|
|Target XLS||Select from the list||This option will help you to export your report in CSV format but formatting as per xls format|
|Include (Grid, Chart, Matrix)||Check/Uncheck||If you want to include any of the three types, check the respective box. The data generated from these types will get appended in text format in the CSV|
|RAW TEXT View Options|
|Separator||Select (under Predefined) or Type yourself (under Custom)||Select the separator character to be inserted between columns in the RAW TEXT output|
|Enclosure||Select (under Predefined) or Type yourself (under Custom)||Select the enclosure character to be used to enclose each column value in the RAW TEXT output|