InetSoft How-To: Ad Hoc Report Wizard

The Ad Hoc report wizard allows users of InetSoft's reporting software to analyze recent data additions alongside existing data in order to make informed decisions in a timely manner. View the information below to learn more about the Style Intelligence solution.

The Ad Hoc pages allow you to configure Ad Hoc Wizards and set properties for Ad Hoc report editing. This page allows you to edit new report wizards. A wizard can be defined based on any prototype report. The user can then follow the instructions of the wizard to create the specified report.

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To create a new Ad Hoc Wizard, follow the steps below:

  1. On the 'Ad Hoc Wizard Registration' page, click the 'New' button. This opens the 'New Ad Hoc Wizard' dialog box.
    • A prototype report usually has a pre­defined layout and a single main element (crosstab, table, chart, section) that the user edits using the wizard.
  2. On the 'Report Prototype' page, select the prototype report on which the wizard will be based.
  3. Click 'Next' to access the 'Wizard Prototype' page. Enter a title in the 'Wizard Title' field. This is the title that will be displayed to the user.
  4. Choose one of the four predefined wizard types (Crosstab, Table, Sec­tion, Chart).
    • The wizard type determines the sequence of steps that will be pre­sented to the user when they invoke the wizard. You should choose a wizard type appropriate for the element in the prototype report (crosstab, table, section, or chart) that the user will be editing.
  5. Click 'Next' to proceed to the 'Report Element' page. From the 'Report Element' menu, select the report element (element ID) that the user will be editing with the wizard.
  6. Click 'OK' to close the 'New Ad Hoc Wizard' dialog box.
  7. On the 'Ad Hoc Wizard Registration' page, click the 'Edit' button for the new wizard.
    • This opens the 'Ad Hoc Wizard Definition' dialog box.
  8. (Optional) In the 'Image' field, select a screenshot to be used for the wizard. This screenshot is displayed when the user clicks the 'Report' button under the Design tab in the Portal.
  9. From the 'Ad Hoc Wizard Options' region, select the steps to include in the Wizard, and their ordering. The user is prompted to compete each step in the sequence specified here.
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“We evaluated many reporting vendors and were most impressed at the speed with which the proof of concept could be developed. We found InetSoft to be the best option to meet our business requirements and integrate with our own technology.”
- John White, Senior Director, Information Technology at Livingston International

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