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Once the Data has been selected (either through a Topic or Domain), you are ready to create the actual report. There are four main areas of the Ad Hoc Editor:

  • The Tool Bar
  • Available Fields
  • Report Type Tabs
  • Report Area

Basic Design

When the Editor is first opened, the Report area is empty and all of the available fields are listed. The active Report Type Tab is set to the Report Type that was chosen in the Topics & Domain Window.

Choose which fields to use in the report by clicking the arrow next to the field or dragging and dropping it into the report.

Use the Toolbar to edit or save the report.

Use the Group Control Icon to group data together.

Switch to a different Report Type at any time by selecting the corresponding Report Type Tab.

Click on any element of the Report to display a context menu for that element. This menu will change depending on the element chosen and the report type.

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