Page 9 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

enforced by the settings on the Sort Columns – Displays Sortable Report
Report Columns tab Columns as customized by the user

Change sort column order – Allows the user
to change the order of selected Sortable Report
Columns

Allows the user to restrict report View Column – A dropdown list of the columns
data by combining report that have been selected to include in the report
column(s) with an operator and
one or more alphanumeric Operator – A dropdown list of mathematical
Criteria values functions to apply to the provided Value

Value – Manually entered criteria that will be
applied to the selected View Column using the
selected Operator

Includes a summary of Report Column – Displays selected Report
Summary numerical data in the report Columns that contain numerical data as a Sum,
output Average, Minimum, or Maximum value

Allows the user to create their +Custom Column – Add a new custom column
own report column(s) to the current adhoc report definition
Custom
Columns Custom Column Builder – User can create
their own Criteria formula using addition,
subtraction, multiplication, and division; output
can be formatted as a number

Activity 1.1 – Create an Adhoc Report

MyCo’s project team has been trained to enter project notes for any issues or
possible risk situations. All team members assigned to a project are responsible
for creating project notes, which are periodically reviewed by the Project Manager.
Since there is no built-in Unanet report that aggregates Project Notes, MyCo will need
to create an ad hoc report that can be exported and delivered to the Project Manager.
Login as Donna Planner, Project Viewer (dsplanner/welcome).

Activity Steps
Part 1: Create a basic Adhoc report definition
1. Navigate to Reports > Adhoc.
2. Select the +Adhoc Report button.
3. Open the DATA AREA dropdown list and select “Project”.
4. In the VIEW column, select “Notes”.
5. Press the Continue button. The system will automatically move to the Report
Columns tab.

LESSON 1: ADHOC REPORTS
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