{"id":943,"date":"2019-04-17T15:46:42","date_gmt":"2019-04-17T22:46:42","guid":{"rendered":"http:\/\/www.lightsondata.com\/?p=943"},"modified":"2019-07-03T19:17:14","modified_gmt":"2019-07-04T02:17:14","slug":"what-is-ad-hoc-reporting","status":"publish","type":"post","link":"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/","title":{"rendered":"What Is ad hoc reporting?"},"content":{"rendered":"<p><i><span style=\"font-weight: 400;\">Ad hoc<\/span><\/i><span style=\"font-weight: 400;\"> means \u201cfor this\u201d in Latin and refers to something done for a specific purpose. <\/span><b>Ad hoc reporting<\/b><span style=\"font-weight: 400;\">, then, is the process of creating reports for a specific occasion (as opposed to for general use). In <a href=\"https:\/\/www.lightsondata.com\/business-intelligence-landscape-components\/\" target=\"_blank\" rel=\"noopener noreferrer\">business intelligence<\/a>, ad hoc reporting supplements <\/span><b>canned reports<\/b><span style=\"font-weight: 400;\"> by enabling end users to either duplicate and edit premade reports or build entirely new ones from scratch without assistance from IT. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">BI analysts typically provide their end users with a library of pre-made, general-purpose reports that will satisfy business needs <\/span><i><span style=\"font-weight: 400;\">most<\/span><\/i><span style=\"font-weight: 400;\"> of the time. Some of these regular reports will be fully static; all end users can do is select the report and run it. Others, however, may be parameterized, giving end users the ability to customize one or more variables affecting the report\u2019s output. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s important to distinguish <\/span><b>parameterized reports<\/b><span style=\"font-weight: 400;\"> from ad hoc reports. A parameterized inventory report, for example, might permit the end user to select a date range and warehouse but would prevent her from changing anything else about the report. Parameterized reports are <\/span><i><span style=\"font-weight: 400;\">somewhat<\/span><\/i><span style=\"font-weight: 400;\"> customizable; ad hoc reports are <\/span><i><span style=\"font-weight: 400;\">completely<\/span><\/i><span style=\"font-weight: 400;\"> customizable and indispensable to executives and managers looking for swift, targeted insights.<\/span><\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"947\" data-permalink=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/ad-hoc_lock-icon\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_lock-icon.png?fit=105%2C188&amp;ssl=1\" data-orig-size=\"105,188\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Ad hoc canned reports\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_lock-icon.png?fit=105%2C188&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_lock-icon.png?fit=105%2C188&amp;ssl=1\" class=\"alignleft wp-image-947 size-full\" src=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_lock-icon.png?resize=105%2C188\" alt=\"Ad hoc canned reports\" width=\"105\" height=\"188\" \/><\/p>\n<p><b>Canned Reports<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Pre-built reports stored in a report library and intended for general use. They may or may not be parameterized, and their core definitions cannot be altered.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"946\" data-permalink=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/ad-hoc_unlock-icon\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_unlock-icon.png?fit=142%2C192&amp;ssl=1\" data-orig-size=\"142,192\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Ad hoc parameterized reports\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_unlock-icon.png?fit=142%2C192&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_unlock-icon.png?fit=142%2C192&amp;ssl=1\" class=\"alignleft size-full wp-image-946\" src=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_unlock-icon.png?resize=142%2C192\" alt=\"Ad hoc parameterized reports\" width=\"142\" height=\"192\" \/><\/p>\n<p><b>Parameterized Reports<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Canned reports equipped with customizable settings such as such as sorts, filters, parameters, and styling options. Their core definitions cannot be altered. <\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"948\" data-permalink=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/ad-hoc_key-icon\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_Key-icon.png?fit=171%2C175&amp;ssl=1\" data-orig-size=\"171,175\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Ad hoc reports\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_Key-icon.png?fit=171%2C175&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_Key-icon.png?fit=171%2C175&amp;ssl=1\" class=\"alignleft wp-image-948 size-thumbnail\" src=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/Ad-hoc_Key-icon-150x150.png?resize=150%2C150\" alt=\"Ad hoc reports\" width=\"150\" height=\"150\" \/><\/p>\n<p><strong>Ad Hoc Reports<\/strong><\/p>\n<p>Reports created for a specific occasion rather than for general use.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2><span style=\"font-weight: 400;\">Ad Hoc Reporting Example<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The value of ad hoc is in its flexibility and expediency. Bob is the regional sales manager for a magazine company, and he uses an application called MagaZone to keep track of all his team\u2019s ad sales. MagaZone\u2019s reporting suite includes a premade parameterized sales report that will show him how much each member of his team has sold into which publications over a specified period of time, but he needs more detailed information this month.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This month, some of his company\u2019s magazines have introduced a new type of print ad called an advertorial, and he wants to see how many of these new ads his agents have sold and to whom. With ad hoc reporting, he could either make a copy of the original sales report and add the newly pertinent data fields (such as <\/span><i style=\"font-family: inherit; font-weight: inherit;\">AdType<\/i><span style=\"font-weight: 400;\"> and <\/span><i style=\"font-family: inherit; font-weight: inherit;\">ClientIndustry<\/i><span style=\"font-weight: 400;\">), or he could build and run a brand-new report <\/span><i style=\"font-family: inherit; font-weight: inherit;\">expressly for that purpose<\/i><span style=\"font-weight: 400;\">. In either case, he\u2019d have the tools he needed to get a pulse on the new ad campaign, and he wouldn\u2019t need to wait for technical assistance to do so.<\/span><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h2><span style=\"font-weight: 400;\">Features of Strong Ad Hoc Reporting Solutions<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Ad hoc reporting solutions vary in functionality, so it\u2019s important to look at the details when evaluating a BI application. Here are capabilities to look for as you browse.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>The ability to create ad hoc reports from regular reports.<\/b><span style=\"font-weight: 400;\"> This saves end users a great deal of time. A robust ad hoc reporting solution would make it possible for end users to clone static or parameterized reports and make changes to them without affecting the original reports or having to build them from scratch.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>The ability to create reports from scratch.<\/b><span style=\"font-weight: 400;\"> When no regular reports even come close to satisfying an emergent business need, end users should have access to well-groomed data and a blank reporting canvas.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>The ability to display tabular detail.<\/b><span style=\"font-weight: 400;\"> If an end user is taking the time to build a custom report, she will want access to <\/span><i><span style=\"font-weight: 400;\">all<\/span><\/i><span style=\"font-weight: 400;\"> the data, not just totals, averages, and other aggregations. Granting end users access to tabular detail rows gives them granular control over their ad hoc reports.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>The ability to build a report without having to know anything about data modeling.<\/b> <span style=\"font-weight: 400;\">Non-technical end users are generally unfamiliar with the nuances of data modeling, so it\u2019s important to find a solution that handles modeling behind the scenes while permitting more advanced users to adjust those defaults.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Ease of use.<\/b><span style=\"font-weight: 400;\"> Business intelligence reports can be very complex, so you want the application to be powerful and feature rich without being overwhelming. Look for solutions that can be tailored to accommodate users at either end of the technical spectrum. <\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Web-based access.<\/b><span style=\"font-weight: 400;\"> What\u2019s the point of being able to answer unanticipated questions if you can only do so at your desktop computer? Ensure that your end users will be able to access their data anywhere on any connected device so that their ad hoc reports can be truly ad hoc.<\/span><\/li>\n<\/ul>\n<hr \/>\n<h2><span style=\"font-weight: 400;\">Real Ad Hoc Reporting Use Cases<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Since the primary goal of an ad hoc reporting solution is to give end users direct control over their analytics, ad hoc reporting applications are typically designed to be easy to use and intuitive. The following software providers\u2019 embedded ad hoc reporting solutions empowered customers in two entirely different industries (attractions and education) to craft reports without help from the providers\u2019 IT teams, improving overall customer satisfaction and operational efficiency. \u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Outbound Software<\/span><\/h4>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"944\" data-permalink=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/outbound-logo-1\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/outbound-logo-1.png?fit=300%2C200&amp;ssl=1\" data-orig-size=\"300,200\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"outbound-logo-1\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/outbound-logo-1.png?fit=300%2C200&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/outbound-logo-1.png?fit=300%2C200&amp;ssl=1\" class=\"size-medium wp-image-944 alignleft\" src=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/outbound-logo-1-300x200.png?resize=300%2C200\" alt=\"\" width=\"300\" height=\"200\" srcset=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/outbound-logo-1.png?w=300&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/outbound-logo-1.png?resize=210%2C140&amp;ssl=1 210w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><a href=\"https:\/\/outboundsoftware.com\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Outbound<\/span><\/a><span style=\"font-weight: 400;\"> makes web solutions serving the attractions industry, and its earlier incarnations supplied users with static reports. \u201cCustomers would use those, but then they\u2019d always want to tweak things,\u201d <\/span><a href=\"https:\/\/soundcloud.com\/user-913269202\/the-how-and-why-of-ad-hoc-bi\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">says<\/span><\/a><span style=\"font-weight: 400;\"> Founder and Solutions Architect Marc Jorrens. Before users have the power to make their own changes to existing reports, it fell to Outbound to field requests, build a new custom report, and add it to the static report library in an upcoming release. Once they transitioned to an ad hoc reporting solution, however, users could make any necessary report adjustments on the spot. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">But ad hoc reporting did more than give customers additional leverage over existing reports: it also enabled them to author their own. With the introduction of ad hoc, Outbound quickly discovered that a number of customer reporting needs had been going unmet. Jorrens says he saw customers creating reports he and his team hadn\u2019t realized they needed, reports like visitor flow-per-hour reports compounded with weather data, a valuable tool for predicting staffing needs. It only takes one report author to deliver those business insights to the organization at large.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Strategic Insurance Software<\/span><\/h4>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"949\" data-permalink=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/15_10_partnerxe_logo\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/15_10_PartnerXE_Logo.jpg?fit=666%2C210&amp;ssl=1\" data-orig-size=\"666,210\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"15_10_PartnerXE_Logo\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/15_10_PartnerXE_Logo.jpg?fit=300%2C95&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/15_10_PartnerXE_Logo.jpg?fit=666%2C210&amp;ssl=1\" class=\"size-medium wp-image-949 alignleft\" src=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/15_10_PartnerXE_Logo-300x95.jpg?resize=300%2C95\" alt=\"\" width=\"300\" height=\"95\" srcset=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/15_10_PartnerXE_Logo.jpg?resize=300%2C95&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/15_10_PartnerXE_Logo.jpg?resize=600%2C189&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/15_10_PartnerXE_Logo.jpg?w=666&amp;ssl=1 666w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><a href=\"https:\/\/sisware.com\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">SIS<\/span><\/a><span style=\"font-weight: 400;\"> produces web-based insurance agency management system Partner XE, which helps over 360 independent insurance carriers manage prospects, policies, claims, and financial information. Bryce Lee, Director of Product Management, <\/span><a href=\"https:\/\/exagoinc.com\/blog\/the-how-and-why-of-ad-hoc-bi\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">says<\/span><\/a><span style=\"font-weight: 400;\"> that Partner XE did offer ad hoc reporting to its customers originally but that it \u201cwasn\u2019t used often\u201d because it was \u201cextremely manual\u201d and difficult to use. As a result, Partner XE\u2019s IT team found itself becoming a reporting bottleneck.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only that, but they were getting requests for reports their solution was not equipped to answer. \u201cWe had a number of different clients calling and asking, \u2018What is my total premium written for this year that had x amount of claims filed, and what\u2019s coming in the front door but dropping out of the bottom?\u2019 It really started to push the pace of our older platform.\u201d Switching to a user-friendly but robust ad hoc reporting solution allowed them to build out their canned report library while empowering end users to author their own more context-specific reports. <\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Softerware<\/span><\/h4>\n<p><span style=\"font-weight: 400;\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"945\" data-permalink=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/donorperfect_logo\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo.png?fit=1000%2C197&amp;ssl=1\" data-orig-size=\"1000,197\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"donorperfect_logo\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo.png?fit=300%2C59&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo.png?fit=1000%2C197&amp;ssl=1\" class=\"alignleft size-medium wp-image-945\" src=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo-300x59.png?resize=300%2C59\" alt=\"\" width=\"300\" height=\"59\" srcset=\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo.png?resize=300%2C59&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo.png?resize=768%2C151&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo.png?resize=600%2C118&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/donorperfect_logo.png?w=1000&amp;ssl=1 1000w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>At <\/span><a href=\"https:\/\/www.converse.edu\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Converse College<\/span><\/a><span style=\"font-weight: 400;\">, an esteemed women\u2019s college in Spartanburg, South Carolina, ad hoc reporting was the difference between an antiquated endowment program and one that would sustain the school\u2019s scholarship program by appealing to modern philanthropists. According to <\/span><a href=\"https:\/\/www.insidephilanthropy.com\/the-gift-adviser\/2015\/5\/25\/endowment-donors-are-hungry-for-more-info-heres-what-to-give.html\" target=\"_blank\" rel=\"noopener noreferrer\"><i><span style=\"font-weight: 400;\">Inside Philanthropy<\/span><\/i><\/a><span style=\"font-weight: 400;\">, endowment donors are becoming increasingly motivated by data on their gifts\u2019 impact. Where in the past donors might have been satisfied to know that their contribution helped fund the organization as a whole, today\u2019s philanthropists like to know specifics, such as which particular programs their dollars helped fund and what percentage of the costs they covered.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Advancement Services department at Converse use <\/span><a href=\"https:\/\/www.donorperfect.com\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">DonorPerfect<\/span><\/a><span style=\"font-weight: 400;\"> by Softerware to track and manage all of the college\u2019s incoming gifts, and the application comes pre-stocked with reports. Those reports satisfy the department\u2019s needs 80% of the time, and when it needs something a bit more customized, it uses the application\u2019s Easy Reports tool. Neither option satisfied the department\u2019s <\/span><a href=\"http:\/\/www.dataversity.net\/endowment-dollars-data-ad-hoc-reporting-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">endowment reporting requirements<\/span><\/a><span style=\"font-weight: 400;\">, however, so it upgraded to a plan that includes DonorPerfect\u2019s Smart Analytics feature, a full ad hoc reporting suite that allows Converse to merge and manipulate donor information in a way that meets their unique endowment reporting needs. \u00a0<\/span><\/p>\n<hr \/>\n<h2><span style=\"font-weight: 400;\">Ad Hoc Reporting FAQs<\/span><\/h2>\n<p><strong><i>Most of my end users will never build a report from scratch because it\u2019s not part of their job description. Why, then, should I provide ad hoc reporting?<\/i><\/strong><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s true that most beneficiaries of ad hoc reporting will never build a report themselves; these individuals are called \u201c<\/span><a href=\"https:\/\/exagoinc.com\/blog\/data-consumers-vs-data-explorers\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">data consumers<\/span><\/a><span style=\"font-weight: 400;\">.\u201d Many companies, however, will have one or more data analysts responsible for fielding internal reporting requests, and <\/span><i><span style=\"font-weight: 400;\">those<\/span><\/i><span style=\"font-weight: 400;\"> individuals will be the ones taking advantage of your ad hoc reporting tools, dramatically reducing your IT workload while improving their own operational efficiency.<\/span><\/p>\n<p><strong><i>How can end users transition from simply running reports to building their own?<\/i><\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Not all users <\/span><i><span style=\"font-weight: 400;\">need<\/span><\/i><span style=\"font-weight: 400;\"> to build their own reports, but the ones that <\/span><i><span style=\"font-weight: 400;\">do<\/span><\/i><span style=\"font-weight: 400;\"> can begin by making small structural changes to canned reports, learning new features and tools as necessity requires.<\/span><\/p>\n<p><strong><i>How should I structure my ad hoc reporting training program?<\/i><\/strong><\/p>\n<p><span style=\"font-weight: 400;\">This will largely depend on your company\u2019s bandwidth, product, and customer base, but there are <\/span><a href=\"https:\/\/exagoinc.com\/blog\/eight-tips-for-designing-your-bi-end-user-training-program\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">a host of great tips<\/span><\/a><span style=\"font-weight: 400;\"> out there from companies who have designed such programs and had time to experiment.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\">Note: Article originally published on <a href=\"https:\/\/exagoinc.com\/blog\/what-is-ad-hoc-reporting\/\" target=\"_blank\" rel=\"noopener noreferrer\">Exago<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ad hoc means \u201cfor this\u201d in Latin and refers to something done for a specific purpose. Ad hoc reporting, then, is the process of creating reports for a specific occasion (as opposed to for general use). In business intelligence, ad hoc reporting supplements canned reports by enabling end users to either duplicate and edit premade [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":951,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[3],"tags":[48,32],"class_list":["post-943","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","tag-ad-hoc","tag-report","post-wrapper","thrv_wrapper"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Is ad hoc reporting? | LightsOnData<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Is ad hoc reporting? | LightsOnData\" \/>\n<meta property=\"og:description\" content=\"Ad hoc means \u201cfor this\u201d in Latin and refers to something done for a specific purpose. Ad hoc reporting, then, is the process of creating reports for a specific occasion (as opposed to for general use). In business intelligence, ad hoc reporting supplements canned reports by enabling end users to either duplicate and edit premade [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/\" \/>\n<meta property=\"og:site_name\" content=\"LightsOnData\" \/>\n<meta property=\"article:published_time\" content=\"2019-04-17T22:46:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-07-04T02:17:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i2.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/what-is-ad-hoc-reporting.jpg?fit=800%2C450&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"450\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Nicole Hitner\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@georgefirican\" \/>\n<meta name=\"twitter:site\" content=\"@georgefirican\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Nicole Hitner\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/\",\"url\":\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/\",\"name\":\"What Is ad hoc reporting? | LightsOnData\",\"isPartOf\":{\"@id\":\"https:\/\/www.lightsondata.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/what-is-ad-hoc-reporting.jpg?fit=800%2C450&ssl=1\",\"datePublished\":\"2019-04-17T22:46:42+00:00\",\"dateModified\":\"2019-07-04T02:17:14+00:00\",\"author\":{\"@id\":\"https:\/\/www.lightsondata.com\/#\/schema\/person\/7be311bb91392cf1962e9ae5e87edf2e\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/#primaryimage\",\"url\":\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/what-is-ad-hoc-reporting.jpg?fit=800%2C450&ssl=1\",\"contentUrl\":\"https:\/\/i0.wp.com\/www.lightsondata.com\/wp-content\/uploads\/2019\/04\/what-is-ad-hoc-reporting.jpg?fit=800%2C450&ssl=1\",\"width\":800,\"height\":450,\"caption\":\"what is ad hoc reporting\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.lightsondata.com\/what-is-ad-hoc-reporting\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.lightsondata.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What Is ad hoc reporting?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.lightsondata.com\/#website\",\"url\":\"https:\/\/www.lightsondata.com\/\",\"name\":\"LightsOnData\",\"description\":\"Practical resources, online courses, free articles and videos for data management, data governance, data quality, and business intelligence\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.lightsondata.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.lightsondata.com\/#\/schema\/person\/7be311bb91392cf1962e9ae5e87edf2e\",\"name\":\"Nicole Hitner\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.lightsondata.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/cb8f53b44799e730474e36bb1c96620e96e1efc96ee7019c87d338b4f5d615ac?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/cb8f53b44799e730474e36bb1c96620e96e1efc96ee7019c87d338b4f5d615ac?s=96&d=retro&r=g\",\"caption\":\"Nicole Hitner\"},\"description\":\"Nicole Hitner is Content Marketing Manager at Exago, Inc. 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