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Enabling Ad Hoc Reports and BI functionality

Ad Hoc Reports functionality is disabled by default to ensure that the BI model and reporting environment are configured beforehand. After the BI model and the reporting environment are created, the Ad Hoc Reports workspace can be activated. The reporting database will then be populated using the NexJ synchronization engine.

To use Ad Hoc Reports and Business Intelligence (BI) functionality in NexJ CRM, you must complete the following steps:

  1. Using NexJ Studio, set up the BI model. For more information, see NexJ CRM deployment.
  2. Using NexJ Studio, create a new reporting database. For more information, see Creating the reporting database.
  3. Using NexJ Studio, set up the reporting environment. For more information, see Setting up the reporting environment.
  4. Using NexJ Admin Console, turn on the Ad Hoc Reports workspace for NexJ CRM users. For more information, see Turning on the Ad Hoc Reports workspace.
  5. Set up appropriate privileges for NexJ CRM users. For more information, see Setting user privileges for Ad Hoc Reports.
  6. Set up synchronization between the reporting database and the operational database, including configuring pool pausing. For more information, see Turning on BI data synchronization and Disabling pool pausing.

As the BI model is developed, the reporting database must be kept up-to-date. For more information, see the NexJ CRM deployment.

For information about deploying Ad Hoc Reports for NexJ CRM, see Deploying Ad Hoc Reports for NexJ CRM.