what is ad hoc reports in microstrategy. To Create a Report from Scratch. what is ad hoc reports in microstrategy

 
To Create a Report from Scratchwhat is ad hoc reports in microstrategy  Click Create on any page, point to New Prompt, and select Object

Ad hoc reports are created in the easiest and most. Ranked #1 for Enterprise Analytics in 2022 Gartner Critical Capabilities Report. Search Search for reports and documents. The application helps to analyze internal and external data. As a result, the presentation layer is of very high importance. It visualises interactive dashboards, charts and graphs and improves analytics and predictive modelling capabilities. They are mostly created by businesses in healthcare, manufacturing, HR, finance, and retail industries to use real-time data analysis to provide answers to specific business problems. A report is a document that presents information in an organised format for a specific audience and purpose [ Wiki ]. It is often used when traditional reports don’t provide insight into a situation, either because the data they leverage is too old, hasn’t been collected yet, doesn’t provide the necessary level of detail, or simply doesn’t exist in any. Click Yes. Current budget balance available for all direct expenses by fundSave and close the report using the 'Filter and Template will be prompted' option; Create a document and using this report as its dataset; In MicroStrategy Developer 9. MicroStrategy is a vendor of Business Intelligence application software. Of course, this also increases the load on the Web server. SAP BusinessObjects BI provides Ad-hoc reporting and analysis and Multidimensional analysis. MicroStrategy remains ranked #1 in Portfolio Capabilities in the 2023 edition of the BARC Score. A cloud-native, open architecture platform, it is built on a scalable, future-fit semantic layer designed to inject AI-powered Intelligence Everywhere™. There are also several report tool vendors. The object hierarchy does not record data related to configuration objects (subscriptions, schedules, users, user. History List Vien reports you have run previously or which have been run for via schedules. It is customizeable and has a great multitude of functions. Most customers take advantage of the quick response time offered by dossiers or reports by querying a direct and concise slice of data utilizing the power of Snowflake. MicroStrategy ONE is a comprehensive intelligence platform that integrates the power of generative AI with the precision of BI. It is performed randomly and is typically an unplanned activity that does not adhere to test design principles or documentation when writing test cases. BA or Equivalent. A report. Attributes are generally placed on the rows of a report. Ad hoc testing is an exploratory approach to software testing where the tester does not follow a predefined test plan but performs testing on an ad hoc basis. Lacks the capability to retrieve data using ad-hoc analysis: Retrieves data using quick, ad-hoc analysis: Free trial available to understand the features for beginners:. It uses the attributes and metrics from the report definition to populate two list boxes. While logging report job statistics, MicroStrategy Intelligence Server 9. MicroStrategy enables ad hoc analysis through an intuitive interface. Using a combination of filters and metric dimensionality, the same results can be achieved. Report caching allows your users to experience better response time while minimizing the load on MicroStrategy Intelligence Server. Warehouse [ 2 ] applies negation detection and indexes the produced subtexts which include affirmed findings. It lets you various delivery methods such as the Web, desktops, and mobiles. This sample gets data from an Intelligent cube or a report. Ad hoc reporting is a business intelligence (BI) process where non-technical end-users can generate BI reports without the need from IT. For every strategy and every problem you encounter. What is flight MSTR? It’s the abbreviation for Master, the title for boys under the age. This is mostly done through data analysis to. 99. Client - Reporter: A consumer license that allows ends. On the downside, features like Ad hoc reporting and profit analysis are missing which need to be incorporated sooner or later. MicroStrategy is a top-of-the-line business intelligence software solution, providing integrated analytics, featuring mobile apps, and showcasing enterprise-grade security. Ad hoc reporting in Power BI is valuable for marketers to track campaign performance, analyze customer behavior, and optimize marketing strategies. It introduces flexibility and spontaneity to the traditionally rigid process of BI reporting (occasionally at the expense of accuracy). Experience with SQL development. A query is a request you make to a database to get the. In addition, FEMA Program Managers can create ad hoc report features to build custom reports for their use or to share with others. Ad hoc reporting can be used to get the latest information from every category and process a business engages in, enabling. For steps, see the online help. all in an ad hoc. With market competition being cutthroat, companies. In addition to creating, editing, and consuming content, users can also share personalized content via email, folders, or. Picking such sensitive areas to perform ad-hoc tests can help them find errors more easily. Skilled at data visualization, analytics, and reporting, I enjoy exploring new technologies and expanding my skill set. These reports are generally designed to show the answer to a specific business question that is not available in regular enterprise reporting. A user group (or "group" for short) is a collection of users and/or subgroups. Or embed self-service capabilities for users to visualize key drivers or what-if scenarios. 1. MicroStrategy Analytics delivers reports and dashboards, and enables users to conduct ad hoc analysis and share insights anywhere, anytime, via mobile devices or the Web. this allows users to perform the in-depth analysis of their data and get the valuable results from their data. Reporting is a creation of a report. Templates can save you time when creating multiple similar objects. BI reporting used to be (and still is, depending on the tools. Web sort. 1. 4. When you re-execute the report, it looks like the following: Ad Hoc Reports –Design Mode (or edit) •FAADC Can Access 2 Different Data Types •Draft Records and Final Records •At CREATE Step a Decision for Draft or Final is Made •Along with Blank Report vs. Indicates whether the execution was ad hoc. MicroStrategy is a Business Intelligence software, which offers a wide range of data analytics capabilities. Strong semantic layer to define all the business rules and tightly coupled. Now that you know the basics of ad hoc reporting, here are a few tips to help you get started: 1. You can also select an existing template (see How to Create a Report Based on an Existing Template ). Maximum impact. CryptoAD HOC definition: 1. Ad hoc schemas help business users to achieve quicker values. 2022. JasperReport is the most popular and widely used open source reporting tool. Ad hoc testing is done randomly and it is usually an unplanned activity which does not follow any documentation and test design techniques to create test cases. It offers a wide range of analytical capabilities. Report Filter Example. If not, you can make a quiz just like it. From the Tools menu, select Notes. Using Standard and Ad Hoc Reports in SAM. Highly formatted MicroStrategy reporting. W91249-21-R-0015, issued by the Department of. Create. Answer new and evolving business questions with self-service ad-hoc reporting and. About MicroStrategy User Groups. It also supports mobile BI. MicroStrategy Desktop allows us to build ad hoc schemas in intuitive ways using a friendly interface. MicroStrategy Analytics cubes are easy to create and deploy. Some of the main features offered by MicroStrategy are Advanced Analytics, Data Discovery, Data Visualisation, Embedded BI, and detailed reports and statements. MicroStrategy Analytics delivers reports and dashboards, and enables users to conduct ad hoc analysis and share insights anywhere, anytime, via mobile devices or the Web. To Sort the Page-By List. 2 DB Result Rows by User) indicate that that these reports provide more detail within the higher-level analysis area. Click Create on any page, point to New Report, and then select Blank Report, which provides a blank template to build your report on. made or happening only for a particular purpose or need, not planned before it happens: 2. Human Resources Reporting Analyst: All the same permissions as the HR Reporting Consumer; In addition: Can create ad hoc reports and other MicroStrategy objects such as documents, dashboards, filters, prompts, and metrics; Can share ad hoc reports with other Analysts and can run objects that other Analysts have created and shared This interactive REST API sample highlights the ability to create reports on the fly, with ad-hoc object fetching and incremental fetch. Users can create a report that does not already exist or choose to drill deeper into a static report to get details about accounts, transactions, or records. Concerns regarding the efficacy of self -service. Click Create on any page, point to New Prompt, and select Object. It provides a wide variety of features for online analysis of data. OLAP is part of the broader category of business intelligence, which also encompasses relational databases, report writing and data mining. If you are working on a report that has already been saved, a confirmation message appears. Canned Reports In Microstrategy. Outperform your competition. My Reports Run your own reports and access favorites via shortcuts. Budapest. Modify this ad hoc create request form template in anything mode thou wants. This video covers how to effortlessly personalize reports using prompts, exporting to PDF, Excel or text document. For example, the Web Use Filter Editor privilege is a Web. 1 Ad-hoc Job Activity by User or 81. The MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics for using the MicroStrategy query and reporting products. The ID of the Job would be useful in order to read the job trace. Ad hoc reports require unique programming to run the specific query as well as the involvement of operational and technical support staff to work with the requester to ensure the report captures what is intended. 2) Mention what specific features and functionality do you get with OLAP services?If users find unexpected results, it will be difficult to gain back their confidence. Indicates the day in which the job was executed. It also means that a data scientist doesn. MicroStrategy is a business intelligence software that offers data analytics and visualisation tools to help businesses make informed decisions. However, it’s also understood as “as needed” or “as required. Our analytics and mobility platform transforms data into actionable insights that help people make better business decisions. Start with a simple data set. With SSRS ad hoc reporting, users can connect to data sources, select the data they want to include and build custom reports using a drag. concerned or dealing with a specific subject, purpose, or end. Learn more about ad hoc reporting. Use the reports and dashboards to get a better feel for platform functionality. True. $ 9. Qlikview, SSIS, SSRS, MicroStrategy, SSAS, Data Warehousing, OBIEE, Oracle. In its most basic art it consists are two parts: A view style (usually plain called a template), what is the background structure a the report. It also combines the agility and productivity of self-service visual data discovery with the security, scalability, and governance features of enterprise-grade business. It supports a collective dashboard, highly detailed reports, ad-hoc queries, as well as Microsoft Office integration. How to create effective ad hoc reports. made or happening only for a particular purpose or need, not planned before it happens: 2. Advanced topics include the following: KB10980: In MicroStrategy 9. Ad-hoc testing is a style of informal, unstructured software testing that seeks to break the testing process to discover potential flaws or faults at the earliest. There's a reason we're at the top of the list. Log in to the project in which you want to create a report. 2 million during the third quarter of 2021, compared to $44. Metadata. Ad hoc reporting is when reports are generated on request or created on request. Ad hoc reports can help readers visualize data, which is essential for obtaining actionable answers to their questions. Ad hoc reports offer the ability to select specific fields from the data to create a customized report. Administrators commonly turn to workgroups to separate analysts running ad hoc queries from automated reports. Ad hoc schemas help business users to achieve quicker valuAd hoc (adj. Ad hoc Testing is an informal or unstructured software testing type that aims to break the testing process in order to find possible defects or errors at an early possible stage. NET app using an ORM, but is it possible to integrate it with MicroStrategy?. It also combines the agility and productivity of self-service visual data discovery with the security, scalability, and governance features of enterprise-grade business. Ad hoc reporting: Excellent: Good: Graphical Reports: Cannot directly be used for analysis: Directly used for analysis: 2. AD-HOC Reporting in Power BI. The company introduced OLAP Services with a shared data set cache, to accelerate reports and ad hoc queries. Is this your test? Login to manage it. Snowflake was designed to support ad-hoc queries of any kind. MicroStrategy is an enterprise BI application software. Lessons when canned reports sack save you time and energized, versus when ad-hoc analysis has best. The term ad hoc is Latin for “for this situation. MinuteClick the MicroStrategy icon and select Create Report. Dec 2018 - Present 5 years. Microstrategy: Business Intelligence: A set of methodologies, processes, architectures, and technologies that transform raw data into meaningful and useful information used to enable more. Advanced Search. x-10. Ad hoc is a Latin phrase meaning literally ' for this '. Parameters create a pathway for non-technical consumers to conduct ad hoc analysis by changing what and how facts and dimensions are displayed—within the boundaries of the designer’s intended usage. It does this by providing light-weight JSON data that is easy to consume because it includes raw data without direct formatting. A user can drag any of the objects to his report template and build a report as per his requirements. This sample gets data from an Intelligent cube or a report. Ad hoc reporting and analysis is a business intelligence process where reports are made for one-time use and created for a specific purpose or business need. Luckily, MicroStrategy is built on an object-oriented schematic layer. Managers can create ad hoc report features to build custom reports for their use or to share with others. The New Prompt page opens. The Notes panel is displayed. An effective ad hoc tool must have two key components: data and visuals. Ranked #1 for Enterprise Analytics in 2022 Gartner Critical Capabilities Report. x, for the object prompt to immediately show up in the PDF document, users need to choose the option 'Add to Section As Shortcut' when adding the grid to document: Pros and Cons. 1) Explain what is Microstrategy? Microstrategy is an enterprise business intelligence application software vendor. Indicates. MicroStrategy will be at the forefront of our strategy, providing a robust, multi-language, multi-tenant architecture for our customers and internally. Count of Parents in Platform Analytics: There is an OOTB metric called Objects, which calculates the parents of a component object. MicroStrategy stock is up roughly 246% in 2023, and jumped more than 6% on Thursday. x, how can users create ad-hoc grid reports within a MicroStrategy Report Services document? Once users have a. Choose Data > Advanced Sorting. See the "ad hoc reporting" features of MicroStrategy's free reporting suite. Day. Graph Reports − These reports show various graphs created from the data sets. In static reports, users won't provide any input parameters. Most ad hoc reports are created by a business. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. Some are end-user reports and others are purely meant for admins. Microstrategy is based on single meta-data repository; Microstrategy can be operated as web based and a desktop tool; There is no cube data-set for Microstrategy, and we obtain latest data-set from data-warehouse automatically; Microstrategy reporting is fast; Cognos has two meta-data repository based database; It can be used as web-base. MicroStrategy Analytics delivers reports and dashboards, and enables users to conduct ad hoc analysis and share insights anywhere, anytime, via mobile devices or the Web. Asp . It also combines the agility and productivity of self-service visual data discovery with the security, scalability, and governance features of enterprise-grade business. The MicroStrategy platform supports interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution. I am currently using Microstrategy BI where users have the power to create Ad-Hoc reports with the attributes,metrics and hierarchies required using Prompts. MicroStrategy ONE empowers companies worldwide to. MicroStrategy Analytics delivers reports and dashboards, and enables users to conduct ad hoc analysis and share insights anywhere, anytime, via mobile devices or the Web. Compare Pentaho and MicroStrategy Analytics based on features, pricing, verified reviews, integrations & more. It supports scorecards, interactive dashboards, ad hoc query, high formatted reports etc. Reporting Tool Functionalities. Analysts might use ad hoc analysis to respond to one-time queries or as-needed requests. This is another step for the computing platform of the. Click Create on any page, point to New Report, and then select Blank Report, which provides a blank template to build your report on. The decimal-numbered reports (such as 81. They may. • Actively follow and get involved into any change of reporting processes required by STP Governance Team. Ad hoc analysis empowers teams to modify and customise business reports in real-time. Here’s how to build out that separation. You can set it up so the system highlights cells that satisfy. There's a reason we're at the top of the list. MicroStrategy Incorporated designs, develops, markets, and sells enterprise-ready analytics, mobile, and security software platforms worldwide. In Platform Analytics, if an object is ad-hoc, the Object Type is Adhoc Object. x, for the object prompt to. Graph Reports − These reports show various graphs created from the data sets. GameStop Moderna Pfizer Johnson & Johnson AstraZeneca Walgreens Best Buy Novavax SpaceX Tesla. Ad-hoc Reporting. Produce beautiful reports, then publish them for your organization to consume on the web and across mobile devices. See examples of AD HOC used in a sentence. The idea is to make faster line-of-business decisions with easy access to information, including performance and sales metrics. Vien and manage w:'ur report subscriptions. You can pull up to 12 years and 150,000 rows of data in a single report. This sample gets data from an Intelligent cube or a report. MicroStrategy Tutorial. MicroStrategy Learn > Shared Reports > MicroStrategy Platform Capability > Ad hoc Reporting. Report Designer: It is a place where the report is created or designed. Ranked #1 for Enterprise Analytics in 2022 Gartner Critical Capabilities Report. We’re here to help you align the future of AI/BI technology with your company vision. For data-driven organizations, this means an ad hoc reporting tool is a. Indicates the connection source to Intelligence Server. In testing if perform ad hoc if the time assigned is very less and have to deliver the kit within that min amount of time. , (March 09, 2006) – MicroStrategy® Incorporated (NASDAQ: MSTR), a leading worldwide provider of business intelligence software, today announced that it has extended its reporting capabilities with the addition of a new graphical Query Builder interface for ad-hoc queries. Microsoft. MicroStrategy is a business intelligence tool, that supports interactive dashboards, highly formatted reports, scorecards, alerts, ad hoc queries, automated report distribution, thresholds, etc. MicroStrategy Desktop allows us to build ad hoc schemas in intuitive ways using a friendly interface. KB10980: In MicroStrategy 9. Overview and Introduction to MicroStrategy. For steps, see the online help. MicroStrategy interfaces include desktop (for developers), web, Microsoft Office integration as well as Mobile Applications. Depending on whether or not those reports exist in the MD, suitable action can be taken i. Indicates the metadata repository storing the report or document. Ad-hoc reporting refers to when teams and individuals report on something outside of a normally planned reporting cycle or dedicated reporting tools. 0. all i have on the template is 3 object prompt,each for attribute,metric and filter. Indicates the connection source to Intelligence Server. But data-driven organizations can handle this hurdle. Ad-Hoc Reports are reports built by the user to meet highly specific requirements. Use the reports and dashboards to get a better feel for platform functionality. We can also combine the textual and graphical visualizations together. net Ad Hoc reporting, otherwise known as ad hoc reporting, is a conventional process of generating BI and non-BI reports. This is not a generic 'business' subreddit and off topic posts will be marked as spam. For example, suppose you want to know how many units of an item were sold in your store by each sales associate during the last month. . These answers can help improve a business’s operational efficiency, increase profits. Ad hoc reporting empowers business users with self-service information access. More than 500 users employ the CDW to collectively run more than 40,000 reports monthly, drill down into the data, create ad-hoc queries and graphs, and export the information. A statistical model, analytical report or any other type of data summary particularly designed to answer a single, specific business question. If you are interested in learning. Oracle EPM real BI operators have different choices for different use-case scenarios. From the Home menu, select one of the following: To save a report, select Save. Pixel-perfect reporting, ad-hoc analyses, Excel and Word reporting or multidimensional OLAP analytics: ReportServer comes with a great selection of powerful tools. 1 Ad-hoc Job Activity by User or 81. The first step in creating an effective ad hoc report is to choose the right data sources. We can also combine the textual and graphical visualizations together. Ranked #1 for Enterprise Analytics in 2022 Gartner Critical Capabilities Report. This enables the users to answer their precise and time-sensitive business questions in real-time by quick creation of independent reports without having to wait. Report builders design parameters into views when the report is created in Tableau Desktop. gov ad hoc contract data reports. Founder Michael Saylor explained how bitcoin has helped the company's stock compete. Experience in performing various reconciliations including system to system and General Ledger to Sub-Ledger reconciliations. MicroStrategy ranks #1 in the Analytics Developer use case in Gartner's 2023 Critical Capabilities report. It's needed to give insight into a question about the business that does not already exist in an organization's existing dashboards. All the same permissions as the Finance Reporting Consumer; In addition: Can create ad hoc reports and other MicroStrategy objects such as documents, dashboards, filters, prompts, and metrics; Can share ad hoc reports with other Analysts and can run objects that other Analysts have created and shared; Finance Reporting Steward: MicroStrategy Platform Capabilities: This folder contains examples of the sophisticated capabilities within the MicroStrategy platform. Ad hoc reports enable a data-driven system entirely under the control of the user, ultimately saving countless working hours and expenditures They save time and cost. This report is prompted on time and presents the metrics as pie charts broken down by individual MicroStrategy clients. In Microstrategy, ad-hoc reports are created using Prompts. Ad hoc reporting, then, is the process of creating reports for a specific occasion (as opposed to for general use). What is Microstrategy Desktop? Microstrategy Desktop is a Windows client-server software application that provides integrated monitoring, reporting, and analysis capabilities. Day. My Reports Run your own reports and access favorites via shortcuts. Ad-hoc reports are financial reports created for one-time use. MicroStrategy Incorporated is an American company that provides business intelligence. MicroStrategy is a business intelligence tool, that supports interactive dashboards, highly formatted reports, scorecards, alerts, ad hoc queries, automated report distribution, thresholds, etc. License Manager can be run as a graphical user interface (GUI) or as a command line tool, in either Windows or UNIX/Linux. Data Exploration: With MicroStrategy, users can drill down into data, perform ad-hoc analysis, and interact with visualizations to discover hidden insights and trends within their data. Pros and Cons. Hitachi Vantara. The following is a list of the official license types available in Client products: Client - Web: A zero-footprint web interface that allows users to access analytics on multiple browsers and design, interact with, and consume information via pixel-perfect reports, documents, or dossiers. In October 2008 the vendor introduced WebFOCUS InfoAssist, an ad hoc reporting solution built on AJAX technology with a Microsoft Office-like user interface. Ad-Hoc Reports are reports built by the user to meet highly specific requirements. Ad-hoc reporting refers to a process that remains designed to answer a single, specific work question. The product of ad hoc analysis is typically a statistical model, analytic report, or other type of data summary. Report distribution is automatic. Most business intelligence reports or other auto-generated reports. 1. History List Vien reports you have run previously or which have been run for via schedules. Highly formatted MicroStrategy reporting. Subject Areas : This folder contains reports that cover various topics. To uncover defects, testers can use random, exploratory, and. Users can create a report that does not already exist or choose to power deeper into a static story to get item over book, transactions, either records. There's a reason we're at the top of the list. Dr. Mid-project and ad-hoc requests can come from unexpected reports, project and product updates, last-minute reviews, quick emails and even coworkers walking over to your desk. They collect data from company databases and outside research like reviewing trade. MicroStrategy also enhanced its reporting capabilities with the addition of a new graphical Query Builder interface for ad-hoc queries, providing simplified report creation for power users. The MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics for using the MicroStrategy query and reporting products. Use the Object Browser when viewing a report in View or Design Mode. So right there, you’ve probably got a. The ad hoc meaning in business refers to the act of requesting a specific dataset from a database prior to its regular due date. See the table below to. Additional information on MicroStrategy’s digital asset holdings is included in the “Digital Assets – Additional Information” tables at the end of this. This is not a generic 'business' subreddit and off topic posts will be marked as spam. Often, ad hoc projects are those that are defined and carried out to address a specific or unique business need rather than one that is part of a strategic. Welcome to the introductory video on SAM. For example, you may want to create many filters that contain the. Minute Click the MicroStrategy icon and select Create Report. x and 10. Discuss MicroStrategy - MicroStrategy is a Business Intelligence software, which offers a wide range of data analytics capabilities. ReportServer Community Edition is open source software under the aGPL. Click the name of the report to run it. MicroStrategy ONE is a comprehensive intelligence platform that integrates the power of generative AI with the precision of BI. The MicroStrategy platform supports interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution. Oracle EPM and BI users have distinct options for different use-case scenarios. Ad hoc reports versus caches Report caches store the results of previously executed reports. You can only use objects of one type in an object prompt. Ad hoc reports e. Auto alerts. By default, all Athena queries execute in the primary workgroup. Analysts might use ad hoc analysis to respond to one-time queries or as-needed requests. MicroStrategy Analytics is an enterprise business analytics and mobility platform. MicroStrategy is one of the leading business intelligence software that allows users to get some deep insights into the data trend by offering a plethora of analytical capabilities. Access to MicroStrateg y Reports is provided to Training Providers and FEMA Program Manager s through the issuance of a license. made…. One to that advantages of using a spreadsheet-based software application is that it the ratios flexible in how it can be used. This report will provide all reports/report jobs which are because of document executions. To restrict your analysis to a given machine or connection source, add any attribute from the Session folder to this Enterprise Manager report; Ad-hoc job activity by User: Provides information about how many ad-hoc jobs are being run, and the composition of ad-hoc jobs. Extensively worked in both Ad-hoc and standard reporting environments and involved in creating Reports scalable to large volumes of data. In English, it typically signifies a solution for a specific purpose, problem, or task rather than a generalized solution adaptable to collateral instances (compare with a priori). Jobs may include scheduled or ad-hoc report or document executions. Web Analyst: Web Analysts can create new reports with basic report functionality, and use ad hoc analysis from Intelligent Cubes with interactive, slice and dice OLAP. Interactive dashboards in MicroStrategy. They are usually created for a specific use or to answer a. Ad hoc reporting in Excel can take on countless forms. x and newer on Windows and Unix/Linux; Knowledge Base: How to perform a License Audit in MicroStrategy Intelligence Server 10. For a description of each area or pane of the MicroStrategy Web Report Editor and Design Mode, see MicroStrategy Web Report Editor interface. Ad hoc jobs that are associated with reports in MicroStrategy Enterprise Manager are drill or attribute element requests originated from a report. Indicates whether the execution was ad hoc. This analysis and reporting help in making advance business decisions and. To view custom groups in a hierarchical structure on a report, you must: Expand the item display of at least one custom group element. At the prompt, click Yes. Document Reports – A document is used to format. per month.