Advanced Reporting › Managing Ad Hoc Views and Reports › Create an Ad Hoc View and Report

Create an Ad Hoc View and Report

Use Advanced Reporting to create ad hoc views and reports by selecting fields from the domains. Then you can run the reports or schedule the reports to run at a later time.

Note: For descriptions of the domains, see Advanced Reporting Domains.

Follow these steps:

1. Open Home, and from Personal, click Advanced Reporting.

   The Advanced Reporting page opens. You see links to the different Advanced Reporting functions (in blocks). The functions that you can see and access depend on your user role. The following blocks require explanation:

   Ad Hoc Views

   Allows you to create a limited view of your data that you can use to prepare reports or access a list of existing ad hoc views.

   Reports

   Allows you to create and format reports from existing ad hoc views or access a list of existing reports.

2. Click the Ad Hoc Views Create link, select a domain, and click Choose Data.

   Note: Click the Ad Hoc Views View List link to see the existing ad hoc views that you can access.

3. Select the domain fields that you want to have available for your ad hoc view. Click Table, Chart, or Crosstab (depending on the format that you want).

   Important! We do not recommend that you select all fields in the domain. For best performance, use the following guidelines to create smaller views:

   • For the Investment Management, Project Management, Application Management, Idea Management, and Resource Management domains, select one metric set for each view. The metric sets are Summary, Weekly, Calendar, and Fiscal.
   • For the Financial Management domain, select one set for each view. The sets are Financial Transaction and Plan Data.
   • For the Time Management domain, select one set for each view. The sets are Missing Time and Timesheets.
4. Create an ad hoc view by selecting fields and measures and adding (dragging) them to the new ad hoc view.
5. Save the ad hoc view.

   You can save the ad hoc view to the Shared folder or to your own private user folder. Other users can access your ad hoc view if you save to the Shared folder. Only you can access the ad hoc view if you save to your own user folder.

   Note: Your private user folder can be found under the main Users folder. The main Users folder name can appear disabled, but you can expand this folder. The subfolders under Users are enabled, so that you can select your own folder to save the ad hoc view.

6. (Optional) Create a report when you save the ad hoc view. Reports allow you to use scheduling and more formatting options.

   Note: The Advanced Reporting function uses the JasperReports Server. For information about using Jaspersoft with views and reports, access the Jaspersoft Community web site and click the Documentation link or Docs link. On the Documentation page, select the version of Jaspersoft that corresponds to your CA Clarity PPM release. Then click the link for the JasperReports Server User Guide. Refer to the CA Clarity PPM Release Notes for the Jaspersoft version that corresponds to your CA Clarity PPM release.