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Creating Ad Hoc Reports

Note: This article was authored in the former format, which includes functionality dating back to version 2013 R1 and earlier. The content will be converted to the current platform article format.

Note: As of Tenrox 2019 R1, the OLAP reporting capabilities are no longer available. It is strongly recommended to use the new Upland Analytics reporting capability going forward. With Upland Analytics you can create insightful dashboards and data visualizations that allow the discovery of hidden insights in your data easily. For more information on the new Upland Analytics module available as of Tenrox 2018 R1 SP6 click here.

Tenrox maintains the reporting capabilities of previous software versions, including Local Microsoft reports (RDLC), Microsoft reports (RDL), Web reports, OLAP Chart reports and OLAP Pivot reports, as well as added the Ad Hoc Reports. Ad Hoc Reports are new reports, made ‘on the fly', based on user-selected data.

Because Ad-Hoc reports are based on views, they do not reflect the Regional Settings of a logged User.

Ad Hoc Reports allow users to design their own grid reports, including filters, parameters, sorting, grouping and subtotals. The Report Category property specifies data source that fills list of available report fields.

Ad Hoc Report Designer
Through this feature, the User designs new reports based on user-selected data. When creating a new report from the Report Designer, a new item called Custom has been added to the Report Type combo box. When the Custom type report is selected, additional fields are displayed allowing the user to build the report.

To create ad hoc reports:

  • Right-click, and select New Tenrox Report;
  • From the Report Type field, select Custom.

General Options
There are two general options available for the report, and both are checked by default:

  • Show Detailed Report: Defines whether to display the report details or only the summary (grouping) information.
  • Show Report Total: Determines whether a grand total is displayed for the report.

See also

  • Setting Up the Reports

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