InetSoft Project Information: Reporting Software - 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.

Read how InetSoft was rated #3 for implementation in G2 Crowd's user survey-based index.

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.

ad hoc report wizard

InetSoft Viewpoint

"We have been called the first company to try this concept in the business intelligence market, or in the data management field, which was a little surprising to learn. That was recently at a business intelligence conference we participated in. To define mashup is not very hard. Mashup typically means you are combining a couple of things together that were not really designed to be used together. One of the most famous examples is the mashup of the Google map with something else. Somebody plotted city crime rates on a Google map. Those two things, before had no connection at all, but someone just put it together. So our mashup is pretty much the same concept here.

That’s actually what a lot of business people have been doing in spreadsheets on their own. You keep hearing about the spread mart, and how the spreadsheet can never go away. A lot of what we have learned happening is people are doing mashups, basically, inside the spreadsheet.

One more area that we are paying attention that might be of interest to your audience has to do with collaboration. Recently Web 2.0 has brought a lot of new collaboration tools and practices into popularity, such as wikis and blogs, which have increasingly been used in the enterprise. Previously this had been a consumer kind of phenomenon. We have heard our customers say, “you know what? A lot of this collaboration is going on, and we want to be able to mash up BI in this field also." - Luke Liang, CEO, InetSoft

demo icon
View a 2-minute demonstration of InetSoft's easy, agile, and robust BI software.