Authorized Users Prompt
As an Authorized User your first Prompt window is different from other users' Prompt.
Your User ID defaults in from your sign-on.
Note: AdHoc report templates can be filtered by office authority. User office authority is set up in the Central Data Base using the User Office Authority Maintenance option. If parameters are turned On for a company, users who have permission to author reports will only be able to see AdHoc report templates for offices to which they have been given office authority. If parameters are turned Off for your company, authors will be able to see AdHoc report templates for all offices regardless of what has been authorized in the User Office Authority Maintenance option. Users with only view/print privileges (non-authors) will not be affected. Non-authors will continue to only see report templates for the signon company/office. To turn installation parameters on or off, contact Client Services.
To set up system reports at a Corporate level, leave the Company/Office fields blank. To set up system reports at a company level, key the company code in the Company field. To set up system reports at a company/office level, key codes in the Company/Office fields. Click the Next icon to display the option’s Prompt window where you start reporting activity. When finished, reports will be color coded for easy identification.
If you fill in the optional Company/Office codes and create System Reports, only users in that company/office can view the format. (Display as purple in dropdown list.)
If you leave Company/Office blank and save your formats as System Reports, these System Reports will be seen as yellow and can be used by users in any office.
You may Grant or Revoke authority for other users. Refer to Authorized Users windows.
With the Company/Office fields filled in, click the Next icon.
At the Detail Prompt window, you may take two actions:
Click <Submit> to begin processing the request while you work on other tasks, or
Change settings on the Detail window, then click the Next icon to display the resultant report as a PDF. This PDF report may be saved, printed or e-mailed to another.
Stopping an Interactive Process – If you requested a large amount of information and the process is taking a long time, you may click the <Stop> icon on the Running Request popup to stop this interactive process. Then, you may determine what to filter to speed up this collection.
Detailed Ad Hoc Request Window Refer to the link for detailed steps for this window.
Exporting to Excel and CSV.
The Export to Excel icon enables you to export your view and you may accept the following condition: Include Total Line - Click in this checkbox to include the grand total line on the report; otherwise, leave this checkbox blank.
The Export to CSV icon enables you to export your view and accept the following conditions: Include Request Parameters. Click in this checkbox to display request parameters (type of report, date, time, company/office, etc.) used when collecting information for the report; otherwise, leave this checkbox blank. Include Total Line. Click in this checkbox to include the grand total line on the report; otherwise, leave this checkbox blank. Exclude $. Click in this checkbox to exclude the dollar sign ($) from amounts; otherwise, leave this checkbox blank.
Ad Hoc Inquiry Tabs and Sub Tabs
Multiple sets of tabs are used to define every detail. These are the major tabs:
View This view enables you to see at a glance the columns and numeric data (financial and statistics) that you specify in the Filters and Options tabs.
Filters The initial filters enable you to exclude selected information from the initial collection you requested on the Detailed Request Window.
Advanced Filters Enable you to selectively include and highlights, if you choose, certain information. Refer to Using Advanced Filters.
Options Contains four additional formatting tabs:
Data Layout Using the various columns, you may choose columns for the report, arrange the column order, soft by, group by, subtotal and specify cross-tabs. Refer to Ad Hoc working with Data Layout tab.
PDF Layout This tab enables you to set the orientation of the report, format a header and footer, and set the font, size, and attributes of the text on the report. Also you may arrange for columns to be narrower/wider than their default width. These layouts may be personal or System layouts, if you are authorized to create them. Refer to details for Ad Hoc PDF Layout Hints.
Calculated Rows You may use the rows, operators, numbers, and function of this tab to create formulas for calculated rows that act as footers beneath sections of data that provide calculated summaries of any piece of data in that section that you wish to highlight. Refer to Ad Hoc Calculated Rows.
Calculated Columns You may use the columns, operators, numbers, and functions of this tab to create formulas for calculated columns that you may select as columns for your report. For each column you calculate you may name and save as a personal or System format. The System format may be chosen and used by others. Refer to Ad Hoc Calculated Columns.
Image Pool This tab enables you to retrieve an existing image from your computer or a shared network drive to insert into the report and to position the image. Refer to the Image Pool steps.
Print View When you click the printer icon at the top of the window, this tab highlights and you can view the generated PDF report. If you are not satisfied, you may return to the options tab to further format the report. You may print or e-mail this report to others.