1. After completing the Data Source Configuration selections, click next to go to the Report Type tab.
2. Select Tabular Report for a report that is grouped in columns and rows and displays all of your data in an organized format for review. (See below for more information on report type differences.)
3. Select Summary Report for a broad look at your data like totals, averages, percentages, and counts. Charts and graphs can be made from Summary Reports.
4. Click on Next to move to the next tab for creating a report.
Summary Reports do not have Columns, and you can go to the Sort tab next. (See Ad-Hoc Reporting: Sort)
Understanding Report Types
Tabular Reports:
A tabular report returns all the rows in a dataset after the data and joins have been processed.
Users can filter, sort, add criteria, and group the data in various ways.
The focus is on displaying all individual rows contained within the dataset.
Tabular Reports now have the ability to add in a Summary Row aggregating the columns inside of the report.
Summary Reports:
A summary report aggregates data based on one or more columns.
Instead of displaying individual rows, it summarizes the data, offering an abstraction.
For example, the report might group data by fire station and provide a count of incident reports for each station, without showing the underlying rows.
Purpose This article demonstrates uses cases and provides an overview of grouping options available within a Summary Ad-Hoc report. Summary Reports Grouping is in beta phase. The First Due Team will be making quick and frequent updates to this ...
Purpose This article will review the Ad-Hoc Report Schedule Information within the Reports module. Information The Report Scheduling section in the ad-hoc reporting module allows users to automate the generation and distribution of reports at regular ...
Purpose To demonstrate how to add Ad Hoc Violations to an Inspection Checklist. An Ad-Hoc Violation is a feature to add a violation to the Checklist that is not contained within the current Checklist. Video Instructions Note: Ad-Hoc Violations must ...
Purpose This article will review the Ad-Hoc Filters within the Reports module. Information The Filters section in the ad-hoc reporting module allows users to refine the data included in their reports by applying specific conditions. Filters are ...
Purpose This article will review the Ad-Hoc Grouping within the Reports module. Information The Grouping section in the ad-hoc reporting module allows users to organize their report data by specific fields, making it easier to analyze and interpret ...