Creating ad hoc views
Create the ad hoc views that you use to create ad hoc reports. Managers create ad hoc views to filter and lay out information from domains and topics.
To create an ad hoc view, you select a domain or topic as the source of information for the view. Domains are collections of tables containing fields from a data source. To create a view from a domain, you select fields from tables to include in the view, then apply filters. Topics are domains in which fields and filters are already configured.
The following table lists the available domains and includes examples of information that you can include in reports.
| Domain Name | Reports can include |
|---|---|
| Activities Domain | Activities assigned to specific users, the total number of activities logged by users in the current user's team, or the total number of call records logged |
| Business Processes Domain | All outstanding business processes submitted in the last two weeks |
| Campaign Participants Domain | Details about participants in upcoming campaigns that start in the next two weeks, campaigns that a specific contact is part of, or all contact responses for a specific campaign |
| Campaigns Domain | Return on investment for a campaign or the total number of campaigns that are planned in a given period |
| Categories Domain | All publicly available categories in the system |
| Companies Domain | Number of companies by tier |
| Contacts Domain | Preferred addresses or preferred communication methods for contacts in the current user's book of record |
| Coverage Teams Domain | Contact coverage teams that the current user is a member of |
| Households Domain | Total assets for households covered by the current user |
| Inbound Calls Domain | Total number of inbound calls in a weekly or monthly time frame |
| Opportunities Domain | Total amount of revenue generated from won opportunities in the last quarter, or opportunities in the current user's pipeline by stage |
| Opportunity Coverage Teams Domain | Opportunity coverage teams that the current user is a member of |
| Roadshows | Events that are currently running |
| Service Models Domain | Touches and corresponding intervals for the different service models configured for your organization |
| SLM Domain | A list of service levels and details on the corresponding touches configured for your organization |
| User Fields Domain | A list of the current user's contacts that share a common interest, such as golf |
| Users Domain | Tasks or meetings involving a specific user in the last month |
You then specify a chart, crosstab, or table layout for the view. The layout determines how reports generated from the view display information. You choose which fields from the domain or topic to include in the view and organize the fields in columns, rows, and groups. You can then specify formatting details for reports generated from the view, such as chart type, labels, and sort order.
You then save the ad hoc view to make it available for creating reports.
To begin creating an ad hoc view, in the Manage tab on the Ad Hoc Reports workspace, from the Create menu, select Ad Hoc View.