Ad Hoc Report Design

PURPOSE

This document shows the procedures on how to create/ design ad hoc report.

WHY IS THIS IMPORTANT?

With the Dynamic Reports feature, users can create their own reports via a drag-and-drop interface using data available to them. These reports can be exported to various file formats including PDF and Excel.

PROCEDURE

1. From the Main Menu, select Reporting > Dynamic > Design.

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2. The Ad Hoc Report Design screen displays. You will see a list of available views for transactions/ static data that you can create ad hoc report design from.

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3. Click on a view. For example, MONEY_MARKET. Ad Hoc Report Designer displays.

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4. Drag and drop the fields required to the Ad Hoc Report Designer.

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5. To create custom filters, click on the Filters at the top right of the Ad Hoc Report Designer.

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6. Filter panel displays. Drag and drop a field to the Filter panel. For example, PLACETAKEDESC.

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7. Select to filter by Lend/Place for example. Click Apply.

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8. Data is now filtered by Lend/Place only.

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9. To group data, drag and drop the field to Groups field or right click the field, click Add as Group.

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10. To provide a title for the report, click to add a title. Key in the report title.

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11. To save Ad Hoc Report View, click on the Save icon and select Save Ad Hoc View.

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12. Ad hoc report can be generated and exported in various formats as follow. Click on Export and select the format required.

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13. Users may also choose to generate charts. Select Chart from the drop down as shown below.

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14. Add and remove the fields required accordingly.

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15. Click on the Setting icon to select the Chart types.

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FREQUENTLY ASKED QUESTIONS

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