My ad-hoc reports

Generate ad-hoc reports using a simple wizard to produce detail (portrait / landscape) and analysis type reports (Charts and summary tables). You can also create an ad-hoc report to export data from the system to an Excel spreadsheet which enables you to carry out more detailed analysis of the data, or a XML file which can be in conjunction with the API keys for web services using the REST API.

The ad-hoc reporting tool enables you to create your own reports, these reports are only available to you and are not shared unless you choose to use the Share option.

Creating a detail report
Creating an analysis report
Run an ad-hoc report
How to share your reports

Select Ad-hoc reports from the left hand menu.

Creating a detail report

To create a new ad-hoc report select Create a new ad-hoc report now.

Select the type of report you wish to create using the radio buttons, each option will display a sample image layout for the report type selected.
For the detail reports choose one of the detailed landscape, portrait or spreadsheet options.

Then choose Next

Please select a query from the list below this is where you select the type of query using the dropdown list, and gives you options for reporting on forms, cases, task, correspondence etc.
Please select a form from the list below this allows you to restrict the report to specific request types for example complaint, compliment etc., use Include all to report on all case types.

Once you are happy with your selection then choose Next

Understanding the queries

Category	Query	Description
Requests	Forms submitted	Returns results for all forms submitted for or on behalf of the customer.
Requests	Forms abandoned	Returns results for all forms which have been started for or on behalf of the customer but, then abandoned before completion.
Requests	Menu links selected	Returns results to show what service menu links have been selected
General case details	Cases received	Returns details of all cases received.
General case details	Open cases	Returns details of open cases currently in the system.
General case details	Overdue cases	Returns details of any overdue cases currently in the system.
General case details	Closed cases	Returns details of closed cases only.
General case details	Case notes	Returns details of all case notes, on multiple lines per case.
Compensation / Redress	Compensation / Redress for cases received	Returns details of compensation / redress agreed for all cases received displayed on multiple lines.
Compensation / Redress	Compensation for open cases	Returns details of compensation / redress agreed for all cases currently open in the system displayed on multiple lines.
Compensation / Redress	Compensation for closed cases	Returns details of compensation / redress agreed for all cases closed in the system displayed on multiple lines.
Corrective actions	Corrective actions for cases received	Returns details of corrective actions for all cases received displayed on multiple lines.
Corrective actions	Corrective actions for open cases	Returns details of corrective actions for all cases currently open in the system displayed on multiple lines.
Corrective actions	Corrective actions for closed cases	Returns details of corrective actions for all cases closed in the system displayed on multiple lines.
Root cause analysis	Root cause analysis for cases received	Returns root cause analysis details for all cases received.
Root cause analysis	Root cause analysis for open cases	Returns root cause analysis details for all cases currently open in the system.
Root cause analysis	Root cause analysis for closed cases	Returns root cause analysis details for all cases currently closed in the system.
Time spent	Time spent on cases received	Returns amount of time spent for all cases received.
Time spent	Time spent on open cases	Returns amount of time spent for all cases currently open in the system.
Time spent	Time spent on closed cases	Returns amount of time spent for all cases currently closed in the system.
Time spent	Time spent on cases with recent activity	Returns amount of time spent for all cases with recent activity in the system.
Case contacts	Case contacts for cases received	Returns case contact details for all cases received displayed on multiple lines.
Case contacts	Case contacts for open cases	Returns case contact details for all cases currently open in the system displayed on multiple lines.
Case contacts	Case contacts for closed cases	Returns case contact details for all cases currently closed in the system displayed on multiple lines.
Case contacts	Registered customers	Returns details of registered customers within the system.
Tasks	Tasks created	Returns details of all tasks created.
Tasks	Outstanding tasks	Returns details of all outstanding tasks which are waiting to be actioned.
Tasks	Completed tasks	Returns details of tasks completed.
Tasks	Overdue tasks	Returns details of all over due tasks currently in the system which are awaiting to be actioned.
Correspondence	Correspondence created	Returns details of all letters and emails created.
Correspondence	Open correspondence	Returns details of all open letters and emails which are waiting to be actioned.
Correspondence	Correspondence sent	Returns details of all letters and emails sent.

You can then refine your enquiry by selecting the stage you are interested in or selecting the first option if you want to include all stages.

Select Next to move on the next screen.

Understanding the information

By period
The reporting period for the report (days, weeks, months, quarters, calendar years, financial years or set period). Please note the difference between last and previous:

Last month = 1 - this will give you last full month from the date you run the report. For e.g. if we are in December this will show November

Previous month = 1 - this will give you the previous month. For e.g. if we are in December this will show October. The point to note is it misses the last full quarter / month etc.

However, if you then put say 2 previous quarters / months it then misses the last two quarters/months and includes the previous two quarters/months/ For e.g if we are in December it will miss November & October but include August & September.

Number
Set number of previous year/quarter/month report will cover.
Brand / Department
Select which service information will display as displayed in the service menu.
By team
Select which team/service information will display.
By keyword
Enter the search keyword you wish to filter the data by. Keywords are set against the details of the case, classification and other fields depending on configuration.
By attribute
Select a form attribute to filter the data. The different options are described below:

Equal to - Searches for the exact value and is case sensitive
Not equal to - Searches for everything that isn't the exact value and is case sensitive
Less than - Searches for numerical values that are less than the entered value
Less than or equal to - Searches for numerical values that are less than or equal to the entered value
Greater than - Searches for numerical values that are greater than the entered value
Is specified - Attribute has a value specified within the case
Is not specified - Attribute does not have a value specified within the case
In - Searches for a list of exact values that need to be separated out by commas and is case sensitive
Not in - Searches for everything that does not contain the exact list of values, separated by commas, and is case sensitive
Is in the past - Any dates before today based on the query type
Is in the future - Any dates after today based on the query type
Is not in the past - Any dates from today or after today based on the query type
Is not in the future - Any dates from today or before today based on the query type

Select Next to move on the next screen.

Enter the title and other display preferences

Understanding the information

Report Title
This is defaulted but can be edited to be whatever you want the title of the report to be.
Headline text
Can be used to display headline information instead of the report title. You can also use parenthesis [Total], [Average] etc. to embed overall totals, averages as part of the headline text.
Y Axis Label (For line charts etc.)
The title for the Y axis (vertical) which will describe the Secondary Item.
X Axis Label (For line charts etc.)
The title for the X axis (horizontal) which will describe the Primary Item.
Show heat colours
You can choose to show highest values in red, green on no heat colours. The system automatically defaults the highest value to your colour choice.
Display detail table
The summary table that accompanies the chart can be displayed automatically with the chart or you can hide it and make it available
Rounding
Specify number of decimal places to display.
Chart size
The chart size can be increased or decreased from the default setting.

Set the display preferences for your report, there will be different options available depending on which chart report type selected.

Select Next to view and save the report.

The report

You can subscribe users to your ad-hoc reports for details see /wiki/spaces/ID/pages/1343560

Run an ad-hoc report

To view an Ad-hoc report, select View next to the report you wish to run.

The report will now run.

Additional articles:

How to share your reports

Setting up Primary & Secondary spreadsheets

iCasework

My ad-hoc reports

Creating a detail report

Run an ad-hoc report

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