Ad Hoc

The Ad Hoc application is an easy-to-use reporting solution that allows you to generate meaningful reports from your available data sources. By using pre-defined data source templates, you can easily re-use existing data configurations. You own the style of your Ad Hoc reports: create individual themes to adhere to your style guide and make your reports pop.

Ad Hoc offers a versatile and extendable way to create reports incorporating multiple components, such as tables, charts, and crosstabs. It responds extremely fast to changes to your settings in the user interface - making it even more fluent to use.

From the overview, you can directly start with a new Ad Hoc report by selecting one of the available components. Alternatively, you may open an existing Ad Hoc report from the Drive application or from your local file system1).

User Interface

During the creation of an Ad Hoc report, you will add one or more reporting components to your report. The user interface always displays a toolbar at the top, the selected components just below and settings for the selected component on the right side when not on mobile and not configured otherwise. Component settings have three levels: Simple, Moderate, and Complex - allowing fine-grained control over additional settings.

Toolbar

The toolbar is always on top, allowing global settings and actions being taken on the report. Here are the elements:

  • Report Name: The first element is the Ad Hoc reports' name, which is set either by loading an existing Ad Hoc report file or when the report is saved to either the Drive or the local file system.
  • New: A new Ad Hoc report can be created here. A dropdown allows selecting the first component that should be used in the new report.
  • Open: Reports can be opened from the Drive or local file system, if available2). You have to have the Drive plugin enabled for Drive access. In addition, previous Ad Hoc report files are offered for opening.
  • Save: Reports can be saved to the Drive or local file system, if available3). You have to have the Drive plugin enabled for Drive access. Once a report has been saved, you can simply click the save icon again without selecting the target. The previous target will automatically be used.
  • Print: The report is printed using the browser's internal printing functions. Please note, that the representation may be different from the screen.
  • Export: Select an export format from the dropdown. Then, in a dialog, you can choose to either download the exported report file or save it to the Drive if the plugin is enabled.
  • Share: Sharing the report with other users of the INETAPP server is done using a compact URL representing the current configuration state of your Ad Hoc report.
  • Theme Selection: A dropdown with the available Themes is displayed. Selecting a different theme will change the look of your Ad Hoc report. The last-used theme will be re-used for new reports.
  • Layout Selection: A dropdown allows the selection of one of several layouts, that include web-only as well as standard paper formats. After selection, the presentation of your report instantly changes to the new layout.

Components

Ad Hoc reports are made up from individual components, that may be extended by additional plugins. Some components, such as the report header, may only be available for themes that have the component set up.

Many components have their own Data Source that must be selected to continue. You have the option of either selecting a predefined Ad Hoc template, selecting an available Data Source, or uploading a ‘’CSV‘’, ‘’JSON‘’ or ‘’XML‘’ or selecting one from the Drive4).

LIST-OF-HELP-PAGES

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requires a browser with the local-files API enabled, such as Brave, Edge or Chrome