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CCC Data Warehouse Report Server - Copyright May 2021

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Authenticator for Mac and Windows Chrome browsers is available free from the Chrome Web Store. This app installs very quickly to your desktop (recommended) as well as your phone, and includes a lot of great features that promote security and usability. NOTE: The entire download and install process takes less than one minute. You may need local IT authorization and assistance to install it if policy requires this.

To Install the Chrome Authenticator:

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This section explains the process of creating new ad hoc Views and custom reports and views using CCC Data Warehouse data.

There are two ways to create a custom report:

  1. Copy an existing report "View" and then edit and save the new View to create a new report.

  2. Create a new custom ad hoc "View" from scratch, then save it as a View and a Report.

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Understanding Ad Hoc “Views”

A report View is a kind of "report designer" that defines the data source, type of report, and the format, layout, data, groupings, fields, groups and filters to that will be applied when the report is generated.

In order to create a report you must first create Every report is first created (designed) as an ad hoc View in the Ad Hoc Editor, and then save it saved as a report.

Once an ad hoc View is created and saved as a report, it can be:

  • run immediately

  • run in the background

  • scheduled (at any interval you define, sent by email to designated recipients, etc.)

  • included on a dashboard

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Creating Filters with Relative Dates

You can filter information in your view based on a date range relative to the current system date. You can accomplish this using date-based filters, and entering a text expression describing the relative date or date span you want to display, using the format <Keyword>+/-<Number> where:

  • Keyword indicates the time span you want to use. Options include: DAY, WEEK, MONTH, QUARTER, SEMI, and YEAR. An option used by itself (without +/-<Number>) gives the current value for that option.

  • + or - indicates whether the time span occurs before or after the chosen date.

  • Number indicates the number of the above-mentioned time spans you want to include in the filter.

For example, if you want to see all of the CC Promise Grant Applications submitted during the prior week, your expression would be: WEEK-1.

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