Ad-Hoc Reporting

Overview

Summary

The Ad-Hoc Reporting tool allows Springbrook Cloud users to build and run complex reports, charts, and graphs that pull data from multiple user-selected database tables. Users can then share those reports across the organization while still maintaining data security through comprehensive reporting security settings.

Before you can access Ad-Hoc Reporting, you will need to set up a reporting role and associate it with your Springbrook user record. Please contact your System Administrator about setting up a reporting role.

NOTE: Springbrook Support will be working with clients to develop comprehensive report instructions with Springbrook-specific needs in mind, such as the Simple and Advanced Ad-Hoc Reporting topics linked below. Please check back frequently as those instructions will be added here as they are completed.

Related Links

Click here for information on Reporting Role Maintenance.

Click here for information on Creating Simple Ad-Hoc Reports.

Click here for information on Creating Advanced Ad-Hoc Reports.

Step by Step

1     Open the Ad-Hoc Reporting tool.  

 

• Click the Ad-Hoc Reporting icon on the main application menu bar. This will launch the Ad-Hoc Reporting tool in your web browser.
  • The Ad-Hoc Reporting tool can also be launched from the Ad-Hoc Reporting button on the Springbrook Cloud portal. You will be required to enter your existing Springbrook credentials when logging in from the portal.
  • NOTE: Ad-Hoc Reporting sessions will time out after 60 minutes of inactivity. If your session times out, you may experience a delay before you can begin another session. For this reason, Springbrook recommends users log out of the Ad-Hoc Reporting if they expect to be idle for an extended amount of time. This will ensure that you can log back in and begin a new Ad-Hoc Reporting session when you are ready to begin working again.
• In order to access the Ad-Hoc Reporting tool, Springbrook users must first be assigned to a Reporting Role (SS> Maintenance> Reporting Roles). Click here for information on Reporting Role Maintenance.

2     View the existing ad-hoc reports.  

 

• The Ad-Hoc Reporting tool will display all the existing reports that have been shared with your reporting role.
• Click on an existing ad-hoc report to open the report for printing.
• Click the drop-down menus next to the Print icon or Excel icon to select a print option.

3     Create or edit an ad-hoc report in the Report Designer.  

 

• The Report Designer walks you through the ad-hoc report designing process. You'll be able to select data, specify displayed fields, configure sorting and grouping, create charts and graphs, and customize the general appearance of the report.
• Please see the Simple Ad-Hoc Reports topic for information on how to create basic reports.
• Please see the Advanced Ad-Hoc Reports topic for information on how to create more complex reports.
  • NOTE: The Ad-Hoc Reporting tool offers a number of powerful reporting options that are not currently supported by the Accela Support team. Questions regarding simple report creation can be directed to Accela Support, but complicated reports with multiple table joins may not be supported.
• Springbrook users can also refer to the Accela Civic Platform Ad-Hoc Reports documentation on Success Community at https://accela.force.com/success/articles/Documentation/id17e3dd19-6dfb-48ed-8501-0a471832ee87#t32. These documents provide detailed information on how to use all the Report Designer features.

Springbrook Software

® All Rights Reserved 2017

Toll Free Support 866-777-0069