Advanced Ad Hoc Reporting Workshop Randy Wadle, CEO

AgendaIntroduction to Ad Hoc Reports

Drilling Into Reports

Drilling Into Forms & Records

Smart Filters

Running Ad Hoc Reports

Dashboard Power

Introduction to Ad Hoc Reports

Power of Data

• Real-Time Analysis• Self-Service Business

Intelligence• Client Management

Insight• Optimized Decision-

Making

Understanding the Tool

• Ad hoc Reporting provides richer, more flexible, self-service reports & dashboards delivered over a browser.• Real time access to

the data organized according to purpose

Click To Zoom In

Understanding the Data Structure

Using Views

• Simplification: repetitive joins for multiple reports or simplify a complex data structure• Aggregation: report needs to aggregate data in a

way that native reports cannot or would be too complex• Performance: complex joins with high volume

tables will be more efficient within a view

Add Report

• Start with the end in mind

• Work through the tabs

• Preview…Preview…Preview

• Save…Save…Save

Drilling Into Reports

Report Drill Down Methods

Standard Method (Novice)1. Used to drill down

using a matching value to the value clicked.

2. Can pass one filter.3. Filter parameters DO

cascade from report to report.

URL Method (Advance)1. Use to drill down using

keys or some other value that is not the value being clicked.

2. Can pass multiple filters.3. Filter parameters DO NOT

cascade from report to report.

Standard Method Demonstration

• Identify your “Main Report” & “Sub-Report”•On the Sub-Report:• Choose the Drill Down Key.

•On Main Report:• Choose which Sub-Report to drill in to• Choose the style of the Sub-Report

URL Method Demonstration

• For Example: ReportViewer.aspx?rn=Report+Category\Report+Name&p1value={6}&p2value={7}• rn is the category and report name path. Use + for spaces.• p1value means that we want to pass the value from the

field in column 6 to the first filter parameter on the report that is being drilled in to. For example p2value={7} would be we want to pass the value from the field in column 7 to the 2nd filter parameter on the report we are drilling in to.

Drilling IntoForms & Records

Linking to Dataforms

• Any Dataform+

• /DataForms/DataForm.aspx?fkProjectID={ProjectID}&ProjTypeID=XXX&FormID={RecordID}&action=edit

+ XXX represents the ProjTypeID (aka Dataform) from the ProjectTypes table. Make an Ad Hoc Report to quickly obtain this information in the future.

Linking to a Non-Dataforms

• Organization Link• /CRM/OrgDetail.aspx?key={OrganizationID}

• Contact Link• /CRM/ContactDetail.aspx?key={ContactID}

Linking to a Non-Dataform

• Task Link• /components_net/incident/incidentdetail.aspx?

fkProjectID={ProjectID}&key={TaskID}

• Calendar Item Link• /components_net/calendar/CalendarEvent.aspx?

key={CalendarEventID}&start=12/2/2011 12:00:00 PM&end=12/2/2011 12:30:00 PM

Linking to a Non-Dataform

• Activity/CRM Note Link• /CRM/NoteDetail.aspx?

key={NoteID}&orgid={OrganizationID}

• Pricing Console Link (PEO only) ++

• /custom/FOLDER_NAME/PricingConsoleEnhanced.aspx?projectid={ProjectID}

• ++FOLDER_NAME is a variable in Application Settings

RunningAd Hoc Reports

Running Ad Hoc Reports

• From Inside a Workspace• A Dataform Header Link

• Link Row Section• Report Section

• A Table of Content Link

• From a Dashboard Module

Running Ad Hoc Reports

• Regardless of the location, the URL is the same

/AdhocReporting/ReportViewer.aspx?rn=Support\\Client+Sprint+Schedule+2

Note: The double "\\". This is necessary to create a backslash in the URL.

Smart Filters

#CurrentWorkspace Filter

• Use on reports to only return data from the workspace it is lunched from.

#CurrentUser Filter

• Use on reports to only return data associated with the current user.

Ad Hoc Dashboard

Adding Dashboards

Display Data from many reports in one place.