2.3 Generating an Ad Hoc Report

The Ad Hoc Editor is used to explore views, which can also be saved as reports. Such reports can be edited in iReport, and they can be scheduled and added to dashboards.

2.3.1 Generating an Ad Hoc Report from an Existing Ad Hoc View

If you have any existing Views to be generated as a report, then perform the following:

  1. Go to the folder in which you saved the View.

  2. Select the View.

  3. Place the cursor on , then select Save Ad Hoc View and Create Report to save the view as Ad Hoc View and Ad Hoc report.

  4. Choose the folder where you want to save the report.

  5. Specify the view name and report name, then click Save.

    The Ad Hoc View is saved as a report, when you want to:

    • See data in the interactive report viewer.

    • Perform additional formatting of the table data.

    • Embed the data content into a dashboard.

  6. Select the report that you want to run.

    You can view and select the reports, using the following methods:

    • In the Home page, click View Reports.

    • Click View > Repository.

    • Click View > Search Results.

    • Click Library.

    The Repository panel is displayed. It provides a different view of the same set of files.

  7. Click the report name, or right-click the report name, then click Run.

    or

    If you are accessing the report from View > Repository, select the report row, then click Run.

Alternate Procedure for Generating the Report from an Existing View

  1. In the Home page, click Create Report.

  2. In the Create Report panel, select the View that you want, then click OK.

  3. Place the cursor on , then click Save or Save as.

  4. Select the folder where you want to save the report.

2.3.2 Creating an Ad Hoc View and Generating the Report

  1. Perform Step 1 to Step 8, as mentioned in Section 2.2, Creating an Ad Hoc View, and Step 3 to Step 7, as mentioned in Section 2.3.1, Generating an Ad Hoc Report from an Existing Ad Hoc View.

  2. Click the report name, or right-click the report name, then click Run.

    or

    If you are accessing the report from View > Repository, select the report row, then click Run.

NOTE:After creating a report from an Ad Hoc View, you cannot add or remove objects from the report.

Dependent Reports

When you create a report from an Ad Hoc View, the report is dependent on that view.

When you update an Ad Hoc View, its dependent reports are not updated. For example, if you open an Ad Hoc View in the Editor and add a column to it, that column is not displayed in previous reports created from the view. To update reports, you must save the updated view with a different file name.