Adding ad hoc reports

To add an ad hoc report, take these steps:

1. Click Reports > Reports Module on the main menu. The Reports Module page opens.

2. Click Add New Adhoc Report. The Adhoc Report page opens.

3. Type a report Name. This is a required field.

4. Type a short Description.

5. Accept the default row height or type in a different height.

6. Accept the default value from the Report Type list or make a different selection.

   • The default value is "User Data," which extracts data that is directly associated with one or more users (for example, employee profiles, timesheets, leave balances, timesheet profile data, etc.) Administrators have access to the Audit Type and Datasets options. The Audit Type option extracts data that is directly related to audit information (for example, invalid login attempts, etc.) Datasets are useful for lookup values, for example, Alternate Work Schedule values, Transaction Code values, Tour values, etc.

7. Optionally, enter commands in the SQL Override text box.

   • The SQL Override feature can be disabled if there are concerns about security. To prevent the use of the SQL Override functionality, submit a request to Community for a script. The script will disable the feature.

8. To add columns, take these steps:

   • Click Add Column. A new row is added under the Columns area.

   • Select a value from the Column drop-down list.

   • Type a descriptive Name. (If the field is blank, the report displays the default column name.)

   • Accept the default row width or type in a different width.

   • Optionally, select an operator from the Function list.

9. To add conditionals, take these steps:

   •  Click Add Conditional. A new row is added under the Conditionals area.

   • Select a value from the Column list.

   • Select a logic phrase from the Operator list.

   • Select an end user display option from the Value Type list.

   • Select a logic connector from the Connector list.

10. To specify the order in which columns display in the report, take these steps:

    • Click Add Column. A new row is added under the Group Bys area.

    • Select a value from the Column drop-down list.

11. To specify the order, take these steps:

    • Click Add Column. A new row is added under the Group Bys area.

    • Select a value from the Column list.

12. Click Save.

13. Click Run Report to test the output.

Related Topics

About publishing reports

Testing ad hoc reports

Working with the Ad Hoc reports tool