To meet various design, execution, and post-view operation needs, the ad hoc reporting feature is made highly configurable.

This is a license governed feature. You must have the administrator privileges to configure the Ad hoc Reports features.

Configuring features of Ad hoc Wizard

Ad hoc Wizard is a tool for non-technical, business users to design and modify reports. As an administrator, you can configure Ad hoc Wizard according to your organizational needs. To open the Ad hoc Configuration Settings page, click Navigate > Administration > Configure > Ad hoc Wizard.

Using the configuration page

As an administrator, you can customize (configure) Ad hoc Wizard for:

• Default: Applied when no configuration is set or System configuration is lost/deleted.

• System: Applied to all the users/roles of all the organizations for which custom configuration is not set up.

• Organization: Applied to all the users/roles of an organization for which custom configuration is not set up.

• Users/Roles: Applied to the user/role for which it is created.

When you open the page, System configuration is displayed. A configuration can be:

• Opened, so that it can be edited.

• Saved for (and applied to) one or multiple organizations and users.

• Deleted for one or multiple organizations and users.

Buttons on Configuration page

The buttons on the Configuration page appear as shown in the following figure.

• Save: Saves the configuration changes for system, selected organization or user (the one that is open).

• Save For: Opens the Save Configuration dialog box enabling you to select the entities on which the changes are to be applied.

• Open: Opens the Open Configuration dialog and enables you to select an entity to open its configuration information.

• Delete: Deletes the open configuration information (default or selected entity).

• Delete For: Opens the Delete Configuration dialog box and enables you to select the entities to be deleted.

• Cancel: To cancel the configuration changes and return to opened / last saved status.

Editing configuration

Clicking the Open button displays the Open Configuration dialog box that allows you to select a configuration (System, of an organization or a user) and open it for editing.

To edit a configuration, perform the following steps on the Open Configuration dialog box.

1. Select the Entity for which you want to edit the configurations and click the OK button.

2. Make the required changes in the configurations.

3. NIDHI START HERE.

Save Configuration dialog

This dialog is used to save configuration information (set on Configuration page) for one for more entities: organizations as well as users.

To save the configuration, you need to:

1. Select (check) the checkboxes of entities you wish to save configuration for.

2. After selecting the entities, click OK.

3. Click Cancel to return to Configuration page without saving the changes.

Delete Configuration dialog

This dialog is used to delete configuration information (set on Configuration page) for one for more entities: organizations as well as users.

To delete the configuration, you need to:

1. Select (check) the checkboxes of entities you wish to delete configuration for.

2. After selecting the entities, click OK.

3. Click Cancel to return to Configuration page without deleting the configuration.