1. Basic Ad-Hoc Reporting
Presented by
The Research Informatics Shared Resource Department

2. Agenda Getting Started How to construct a basic report
Table
Matrix
Graph
Saving and Retrieving Reports in “My Reports”
“Homework”
Supplemental Training

3. Getting Started 2 1 Opening Screen – Getting Started New Report
Create a Report
Table or Matrix Wizard
Chart Wizard
For the this training only table, matrix and Chart will be Covered.

4. Choosing Dataset 2. 1.

5. Choosing a Data Source
“Data Sources”
2. “Open”

6. Choosing a Data Source
1. “TES Ad Hoc Reports”
2. “Open”

7. Choosing Data Source Connections
“Next”

8. Data Source Credentials
“USE the current Windows user”

10. Creating a Simple Table or Matrix

11. Selecting Data Tables

12. Creating a Table

13. Creating a Matrix 2. 3. 1.

14. Choose Your Layout

15. Choose Style

16. Table Design View

17. Matrix Design View
“Run”

18. Matrix Report

19. Table Report

20. Time to Practice

21. Saving Reports

22. Saving Reports

23. Saving Reports Open “My Reports” by double clicking on it
DO NOT CLICK SAVE HERE!!!

24. Saving Reports
1. Name Your Report
2. Click Save

25. Opening Report

26. Opening a Report Opening Screen – Getting Started New Report
Create a Report
Table or Matrix Wizard
Chart Wizard
For the this training only table, matrix and Chart will be Covered.

27. Opening Reports 1. Single click on “My Reports” “My Reports”
2. Click on “Open”

28. Opening Reports
1. Pick Your Report (Single Click)
2. Click Open

29. Time to Practice

30. Creating a Graph 2 1 Opening Screen – Getting Started New Report
Create a Report
Table or Matrix Wizard
Chart Wizard
For the this training only table, matrix and Chart will be Covered.

31. Choosing a Dataset 2. 1.

32. Choosing Data Source Connections
“Next”

33. Database View Tables - Graph

34. Selecting Data Tables

35. Selecting a Chart Type

36. Arranging Chart Fields2. 3. 1.

37. Choose Chart Style

38. Chart Design View

39. Chart Design View
Drag Corners to increase Graph Size

40. Graphed Data

41. Time to Practice

42. Homework Create 2 types of graphs (Table or Matrix) of your choice
Provide feedback to the Informatics team by May 30
Discover at least 2 new items in Report Builder.
Leave Training Feedback.

43. Questions

44. Post Training Supplement
Opening Ad-Hoc Reports in TES

45. Post Training Supplement
Opening Ad-Hoc Reports in TES
“Reports Previously Viewed Here”

46. Post Training Supplement
Opening Ad-Hoc Reports in TES
“My Reports”

47. Post Training Supplement
Opening Ad-Hoc Reports in TES
All Saved Reports

48. Post Training Supplement
Opening Report Builder in TES
“Report Builder”