Adhoc Reports Module

Authorized users can create personal and shared reports on the fly using ad hoc reports.


  • Create New Data Source
    • Allows authorized users to create new data sources (i.e., database connections, new SQL queries, etc.).
  • Create New Interactive Reports
    • Allows authorized users to create new interactive reports, leveraging any of the available data sources.
  • Save New Report as Private or Public
    • Allows authorized users to save a newly created report to the user’s private ad hoc report folder or the public shared report folder.


Manage Data Sources – Create New Data Source

  • Click on the Adhoc Reports Module

Adhoc Reports Module getting started screen

  • 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’
  • 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
  • Click the ‘OK’ to close the Test Connection modal box

Successful message for database test connection

  • Click the ‘OK’ on the Database Connection modal

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

  • 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

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

Data source

  • 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

  • Save the report 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

  • Name your report and select whether you want to save as a private or public report
    • To your private folder
      • Enter Filename = Cases List
      • Location = /Home and select your username

save as filename and location

    • To the public folder
      • Enter Filename = Cases List
      • Location = /Public/ArkCase
      • 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