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This guide is for the Data Warehouse Report Server (CCC Data 2.2.0) released to production on January 27, 2023.

In This User Guide

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  1. On the Home page, click Create in the Reports block. The Create Report wizard opens.

  2. Select the Ad Hoc view you want to use as the basis for your report.

  3. 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.

  4. Click OK. If asked, enter the input controls needed. See Using Input Controls.

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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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Step 4: Save your changes using the Save As > Save Ad Hoc View and Create Report function.

Step 4A:Click the Save icon in the Ad Hoc Editor tool bar.

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Step 4B:In the dropdown menu, select Save Ad Hoc View and Create Report to open the Save As dialog menu.

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Step 4C:In the Save Ad Hoc View and Create Report dialog box, enter the names of your View and Report, and designate the folders where each will be saved.

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In the Save Ad Hoc View and Create Report dialog box, you will name and save both resources, ad hoc View in the Data View fields the new ad hoc View in the fields on the left side of the dialog box, then enter the name and select the folder for the corresponding Report in the right side dialog fields. The View provides the report type, format, data source and elements and filters (input controls) for the report you will run.

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Helpful Tip: When saving the details of your custom Ad Hoc View and corresponding Report, keep the names and descriptions the same - or very similar - so you can identify the pair if you want to update your report in the future. Remember that every report is based on its original View, and if you want to change your report you need to make the changes in the corresponding View, and then save the changes as a new report.

In the Save Ad Hoc View and Create Report dialog box, you will name and save both resources, ad hoc View in the Data View fields the new ad hoc View in the fields on the left side of the dialog box, then enter the name and select the folder for the corresponding Report in the right side dialog fields. The View provides the report type, format, data source and elements and filters (input controls) for the report you will run.

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