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CCC Data Warehouse Report Server v7.8 Last Update: 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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To run a report, click the name of a report in the repository. For example, click DW LGBTQ Report. The report appears in the Report Viewer.
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On the Home page, click Create in the Reports block. The Create Report wizard opens.
Select the Ad Hoc view you want to use as the basis for your report.
Select a report template. To use a template other than the default, select Custom Report Template, click Browse and select the desired template. See Report Templates for more information.
Click OK. If asked, enter the input controls needed. See Using Input Controls.
You can now begin working with your report.
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For most PDF exports, you can use Actual Size, which supports a maximum size of 14400px by 14400px.
For reports with an output height exceeding 14400 px, use a paginated report template that is wide enough for your report. For example, if you have a long report with width less than 842px, you can use the paginated A4 Landscape theme.
Reports with output width exceeding 14400 px will be truncated in PDF. Redesign your report or use a different export format.
Running Reports with Input Controls (Filters)
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Navigating a Report
If your report has multiple pages, you can use the pagination controls to move through the report quickly.
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Dependent ReportsWhen 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. |
Running a Report with Input Controls or Filters
Some reports will display automatically in the Report Viewer, while others may prompt you for input parameters to refine your report results first via the Input Controls dialog box.
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An input control are graphical widgets that filter the data that appears in a report. The perfect input control limits the data to what you want to see—and nothing more. When you run a report based on a Domain Topic that defines a filter, the server can render the filter as an input control. The Data Warehouse Report Server interface uses "input controls," "filters," and "options" interchangeably.
Default input controls are defined when the original Ad Hoc View-based report is run; thus will overwrite any changes made to them each time the report is run. For instance, suppose you run a report, update the input controls, then save the report. At a later date, you run the report from the Ad Hoc View source again. That new report will replace the report you ran earlier, and your input control changes will be lost.
To avoid this, save a version of the report with your selected data preloaded. That way, when subsequent reports are run from the same source, they will not overwrite your report.
Simple Input Controls
Using input controls, you run a report with one set of data and then another. When saved, an instance of the report with alternate input controls is called a Report Version, and is labeled as such in the repository.
Multi-Select Input Controls
A single report can be created and run with multiple different input controls, allowing for a greater level of data granularity.
Saving Input Control Values
Selected input control values can be saved and used at another time. Both the original report and a copy of it can be saved. The Report Server saves a version of the report with the selected values as a child of the original report. This new version of the report appears as a child of the original report in the repository,
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More information about using Input Controls and Filters is available in the TIBCO JasperReports Online Help: Running a Report With Input Controls or Filters |
Scheduling Reports
You can schedule a report to run at a specific date and time, including a recurring time frame (every Friday at 9 am. for example). The image below is an example of how you begin this process.
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Creating Filters with Relative DatesYou 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:
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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