Adhoc Reports Module

The Adhoc Reports module allows authorized users to create personal and shared reports on the fly.

Features:

• Create New Data Source
  • Authorized users can create new data sources (database connections, new SQL queries, etc.).
• Create New Interactive Reports
  • Authorized users can create new interactive reports based on the available data sources.
• Save New Report as Private or Public
  • Authorized users can save a report to a private adhoc report folder or a public shared report folder.

Create a New Data Source

1. Click on the Adhoc Reports Module

2. Select Manage Data Sources.

3. Click New Data Source.

• Select Source Type = SQL Query
• Click + to create a new Connection

4. Enter the following information:

• • Connection Name = ArkCase
  • Database Type = MariaDB
  • Access = JNDI
  • JNDI Name = acm3DataSource

5. Click Test and confirm the connection is successful.

6. Click OK to close the Test Connection modal box.

7. Click OK on the Database Connection window.

• Enter the  Data Source Name = Cases List, Source Type = SQL Query, and Connection = ArkCase
  • Source Type Details:
    • CSV File
      • Import data with a CSV file format.
    • SQL Query
      • Create a SQL query to return the database data.
    • Database Tables
      • Create a SQL query using multiple database tables to generate the data.
• Create your SQL Query
  • Example: Select * from acm_case_file

8. Click Data Preview to see a preview of the data

9. Once you have finalized the SQL Query, click Finish.

Create a New Interactive Report

1. Select Create New and select Interactive Report.

2. Select the Data Source you would like to report on:

• Select = Cases List

3. Click  OK.

4. Build your report by dragging and dropping Available Fields to the Report.

• The report columns can be renamed, filtered on, sorted, etc.

Save an Interactive Report

Once you have created an Adhoc Report, you can save it in a private user folder or in the public folder.  Reports in your private folder are not visible to other users. Reports in a public folder are visible to other users.

1. Click Save As.

2. Name your report and select whether you want to save as a private of public report:

• • Private folder
    • Enter Filename = Cases List
    • Location = /Home and select your username

• • Public folder
    • Enter Filename = Cases List
    • Location = /Public/foia
    • Note: Saving an report as public doesn’t mean that the report is available for everyone to use. Access to run the report must be configured in Admin first. For details on this setup, review the ‘Update Reports Configuration for Role Assignment‘.