Saving an Ad Hoc View, Previewing and Creating a Report

The Filters panel displays any filters defined for the view. You can set the filter values and see the resulting change in the Ad Hoc View panel. To hide the Filters panel, click the < button in the top left corner of the panel. Click the > button or icon on the minimized panel to expand it again.

For more information on working with filters, see Using Filters and Input Controls.

Saving an Ad Hoc View, Previewing and Creating a Report

After you create a compelling table, chart, or crosstab, you can save the view in the repository for future use.

To save an Ad Hoc view:

1. Hover your mouse over .
2. Select Save Ad Hoc View or Save Ad Hoc View As.
3. Name the view as needed, and click Save. The view is saved in the repository.

You can also save an Ad Hoc view as a report. Typically, a report is created when you want to:

See data in the interactive report viewer.
Perform additional formatting of the table data.
Embed the data content in a dashboard.

Create a report from the view by selecting Save Ad Hoc View and Create Report; you can also create and run a report directly from the repository. For more information, see Running or Creating a Simple Report. When you run the report, it is displayed as a JasperReport.

Dependent Reports

When you create a report from an Ad Hoc view, the report is considered “dependent” on that view.

When you save an Ad Hoc view, some, but not all, of its changes appear in its dependent reports. For example, if you open an Ad Hoc view with a table and adjust the data level for its columns, the column changes will show up in previous reports created from that view.

In cases where changes to an Ad Hoc view could cause errors in dependent reports, you should save the updated view with a different file name and create a new report.

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