Managing Reports › Example Ad Hoc Reports › Example: View All Open Priority 1 and 2 Requests for All Users

Example: View All Open Priority 1 and 2 Requests for All Users

In this example, you specify prompt values that gather additional data before generating the report.

Example: View all open priority 1 and 2 requests for all users

1. Click New, Web Intelligence Document from the menu bar.

   The New Web Intelligence Document page appears.

2. Select the CA SDM universe in the Universe column.

   The Web Intelligence document appears along with the universe information in the left pane.

   Note: To improve navigation, close the Attached Service Type folder in the left pane.

3. Locate and then expand the Request, Request Detail folders in the left pane. Use the scroll bar to locate folders.
4. Select each of the following objects, then drag and drop them from the left pane to the top right pane under Results Objects.
   • Summary
   • Priority Symbol
   • Customer Combo Name
5. Select the following objects, then drag and drop them to the bottom right panel under Query Filters. Close the Request Detail folder when you are finished.
   • Status Symbol
   • Priority Symbol
6. Expand the Request Filters folder, then drag and drop the Customer Combo Name with Userid filter to the bottom right panel under Query Filters.
7. In the Query Filters pane, click the In list arrow on the Status Symbol filter, and select the Equal to operator.
8. Select Value(s) from list from the Operand Type menu.

   The List of Values dialog box appears.

9. In the Status Symbol list, select Open, then click the green arrow.

   The value appears in the Value(s) Selected field.

10. Click OK.
11. In the Query Filters pane, click the In list dropdown on the Priority Symbol filter, and select the In List operator.
12. In the Priority Symbol list, multi-select 1 and 2, then click the green arrow.

    The values 1 and 2 appear in the Value(s) Selected field.

13. Click OK.
14. Click Run Query on the toolbar to generate the report.

    Note: Since the Customer Combo Name with Userid quick filter uses the Prompt function, the Prompts dialog box appears. This dialog allows you to gather additional data before the report is generated.

15. In the Prompts window, select the first option ALL, then click the green arrow button.

    All user names appear in the Select Customer list.

16. Click Run Query to generate the report.

    The report appears in a new window.

17. Double-click the report's title and type Priority 1 & 2 Open Requests for All Users in the text box. You can change the font size to 16 or other sizes.
18. To change other aspects of the report, click the Properties tab.
19. To sub-group the data by Customer Last Name, right-click any data cell in the Customer Last Name column, and select Set as Section.
20. Click Save and specify a location using the Save As option.