Ad Hoc Reporting Release Notes

Release May 2024

• Alerting in Report Viewer In Report Viewer toolbar for Tables and Crosstabs, a new Alerting feature introduces the ability for you to set up alerts to monitor your data. You can use this functionality to receive notifications whenever there is a change in the data. The alerting feature can be configured based on specified thresholds, data points, and conditions during the alert setup process. You receive email notifications for the triggered alert after getting the specified condition matching the threshold value. You can conveniently access and manage your alerts on the Schedules and Alerts page.
• Drill Up and Down the Charts the capability to drill up and down the charts. You can drill down to move from a higher level of data to a granular level. You can click a data point in a chart that contains hierarchical data to view detailed data.
• Advanced Date Time Calculations New Date Time functions are introduced for adhoc calculated fields, you can now perform calculations such as "Year to Date", "Period to Period", and "Period over Period".
  To support these calculations, the date grouping function Quarter and Month was renamed to Quarter and Year and the date grouping function Month was renamed to Month and Year. The new date grouping function of Quarter and Month now groups only by quarter or only by month. You also have the flexibility.
• AdHoc Component in Reports A new AdHoc component is introduced for JRXML to establish a connection between AdHoc Views and the corresponding AdHoc Reports generated from those views. Now any modifications made to the parent AdHoc View are automatically reflected in the AdHoc Reports. You also have the flexibility to revert AdHoc Reports to the old format by applying a non-default report template.
• UI/UX Enhancements
  • Ability to view the status of schedules.
    You can now view the status of the scheduled jobs in the Status column of the
    Schedules page.  
  • Ability to set the default visualization type.
    A superuser can select the default visualization type from the dropdown when
    a new AdHoc view is created.  
  • Ability to set Always prompt for input controls.
  • A superuser can set the Always prompt. When this option is selected, the
    Input Controls dialog opens and the superuser is prompted when the AdHoc
    report runs.  

Release January 2021

• Updated user interface. This release includes a new look and feel that is crisp and easy to navigate. It
  keeps the familiar layout and provides updated icons, styling, and colors throughout the application:
  • The home page has a simpler layout with all BI tools in a single column and introduces a color-coding of features that is consistent throughout the application. For example, the green icon for finding reports on the home page matches the green icon for adding a report in the Dashboard Designer.
  • The pages for creating data sources have been streamlined and color-coded.
  • The Domain Designer has new icons for tables, fields, joins, sets, and others throughout.
  • The Report Viewer, Ad Hoc Designer, and Dashboard Designer are all updated with new icons, color coding, and matching styles so that viewing data is clearer and creating visualizations is simpler.
• New color picker dialog. The Ad Hoc Designer and Dashboard Designer have a new color picker interface for specifying colors to match any palette where visualizations are embedded. The default color selections are expanded, and custom colors may be specified precisely with HEX or RGB entry options.
• Colors in Ad Hoc charts. There are several new features in the Ad Hoc Designer that allow greater customization of chart colors. New UI properties allow the user to set the series color, the plot color, and the background color in charts that allow it.
• Distinct values in Ad Hoc tables. Tables often contain columns that have duplicate values in many rows, making it difficult to find relevant data. The new distinct values selector in the Ad Hoc Designer hides the duplicate rows and makes tables shorter and easier to read. Note that tables with a totals row will not recalculate the total values when duplicate rows are hidden.
• Referential Integrity for Domains. New configuration settings let you adjust how strictly Ad Hoc views and reports are checked against their underlying Domain. By default, fields and measures in a view or report that do not exist in the Domain will cause an error upon opening. Administrators can adjust the level of referential integrity to allow opening views and reports when Domain security causes missing items.
• Security Updates.