Adhoc Reports Module

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

Features:

• 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.

Steps:

Manage Data Sources – Create New Data Source

• Click on the Adhoc Reports Module

• Click the ‘Manage Data Sources’

• Click the ‘New Data Source’ button

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

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

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

• Click the ‘OK’ on the Database Connection modal

• 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

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

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

Create New – Interactive Report

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

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

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

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

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

• 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

• • 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‘.