Adhoc Reports Module

The Adhoc Reports module provides the ability to for authorized users to create personal and shared reports on the fly. Below are the features available in the Adhoc Reports module.  Additionally, below are the simple steps to creating a new data source, a new adhoc report from the data source, and then saving the new report.

Features:

  • Create New Data Source
    • This feature allows authorized users the ability to create new data sources (i.e., database connections, new SQL queries, etc.).
  • Create New Interactive Reports
    • This feature allows authorized users the ability to create new interactive reports, while leverage any of the available data sources.
  • Save New Report as Private or Public
    • This feature allows authorized users the ability to save a newly created report to the users private adhoc report folder or the public shared report folder.

Steps:

Manage Data Sources – Create New Data Source

  • Click on the Adhoc Reports Module

Adhoc Reports Module getting started screen

  • Now click the ‘Manage Data Sources’

Manage data sources popup from Adhoc Reports Module

  • Click the ‘New Data Source’ button

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

  • Select Source Type = ‘SQL Query’
  • Now click the ‘+’ to create a new Connection

Selected source type SQL query data type

  • Enter the following information:
    • Connection Name = ArkCase
    • Database Type = MariaDB
    • Access = JNDI
    • JNDI Name = acm3DataSource

Database Connection

  • Click the ‘Test’ button and confirm the connection is successful
  • Now click the ‘OK’ button to close the Test Connection modal box

Successful message for database test connection

  • Then click the ‘OK’ on the Database Connection modal

Database connection ok button suggested to be clicked

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

SQL query

  • Now click ‘Data Preview’ to see a preview of the data

Preview results popup

  • Once you have finalized the SQL Query, click the ‘Finish’ button

SQL query screen

Create New – Interactive Report

  • Click on the ‘Create New’ button and select ‘Interactive Report

Adhoc Reports Module create new interactive report

  • Now select the Data Source you would like to report on
    • Select = Cases List
  • Click the ‘OK’ button

Data source select

  • Now 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 – Interactive Report

  • Now that you have create your Adhoc Report, it can be saved in your private user folder or in the public folder
    • Private user folder means that the report is not shared.
    • Public folder means that the report is shared.
  • Click the ‘Save As’ icon

Adhoc Reports saving popup

  • Now name your report and select whether you want to save as a private of public report
    • Saving a report to your private folder
      • Enter Filename = Cases List
      • Location = /Home and select your username

save as filename and location

    • Saving a report to the 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