Adhoc Reports Module

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


  • 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

Adhoc Reports Module getting started screen

2. Select Manage Data Sources.

Manage data sources popup from Adhoc Reports Module

3. Click New Data Source.

manage data sources popup Adhoc Reports Module and suggestion to click new data source button

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

Selected source type SQL query data type

4. Enter the following information:

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

Database Connection

5. Click Test and confirm the connection is successful.

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

Successful message for database test connection

7. Click OK on the Database Connection window.

Database connection ok button suggested to be clicked

  • 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

SQL query

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

Preview results popup

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

SQL query screen

Create a New Interactive Report

1. Select Create New and select Interactive Report.

Adhoc Reports Module create new interactive report

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

  • Select = Cases List

3. Click  OK.

Data source select

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

Build report window

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

Finished report build

Finished report build

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.

Adhoc Reports saving popup

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

save as filename and location

    • 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‘.

save as filename and location