The next section of the Reports menu is Ad-Hoc Reports. These are reports which can be created quickly using HoudiniEsq 2.0, without any SQL knowledge required and using available in-app menus, as opposed to the more complex BIRT reports for advanced users. HoudiniEsq 2.0 greatly expands the functionality of Ad-Hoc reports from HoudiniEsq Classic, allowing for the creation of charts and even the ability for advanced users to insert SQL statements directly into their reports if necessary.
To access the Ad-Hoc reports section click the Reports tab from the top menu, then select “Ad-Hoc” from the sub-menu. This will access the Ad-Hoc report menu.
The Ad Hoc Reports menu will display all current reports at the left hand side. Click the tab at the left to display it. You can find a specific report in the Search bar at the top, or click the (-) icon next to a current report to remove it if you are an Admin. To view that report, simply select it from the list.
New reports can be created by clicking the (+) icon at the top right of the Report View. You can Edit a current Ad-Hoc report by selecting it and clicking the Edit button at the top right corner as well. We are going to create a new Ad-Hoc report in this example, so click the (+) button.
Select your format (Table, Chart and Pivot) in the Format dropdown. Format will dictate the way the data is displayed. Next, select your data source. This can be data pulled from Matters, Contacts, Events, or any other record source in HoudiniEsq. You can also optionally apply a Group By which will allow you to collapse or expand sections of the report by values in that field (ie, by Staff). Finally, apply a unique Name to this report.
Next, we can apply filters to fine-tune the report. Select a field from the list of options based on your record data (ie any field available on the record). Then select the value you are looking to limit the data by. As an example above, we can search for Matters with a specific Client as well as those of a specific Type in our report. You can include up to 5 filters.
We can also select exactly what information we wish to see in the report in the Fields section. Drag the fields you want to be displayed in the report to the right hand side from the values on the left to add them to the report.
Finally, the Advanced tab allows expert users to fine-tune the specific SQL query being passed to the database in the Filters section. For most users, this tab will have little relevance. However, HoudiniEsq support staff can use this tab to troubleshoot your report should you run into issues.
Finally, it’s time to Test the report. Click the Test button at the top right to ensure the report looks the way you want it to. The example we have built above will look something like this:
You can make fine-tuned adjustments, such as moving the Staff column to the first row in the Fields section, and Test again. Once you are satisfied with your report, click Save.