Ad-Hoc Reporting
You can run queries and use selection criteria to develop and generate ad-hoc reports.
- Customer’s Responsibility: Queries that are utilized when developing and generating ad-hoc reports are the customer’s responsibility. It is possible that a poorly written report that is executed on the server could have a negative impact on performance. This is not Deltek’s responsibility, and the user developing ad-hoc reports must not overlook this. Deltek can help to triage and remediate these issues if a Support Case is raised.
- Manual SQL or report SQL amendments are not allowed.
- Only universe based reports are allowed.
- Reports amended or written in production cannot be promoted to other environments.
- Personal reports might be impacted after a universe upgrade.
Access to all items within the public folders (that includes all standard and custom reports) will be read only. No one will be able to create or edit reports within the public folders.
A control group of people will have full access to their own BO personal folder. These users should be able to copy a report from the public folders to their personal folder. The personal copy version of that report can then be edited for personal use only. These users should also be able to create their own report or query within their personal folder. This is based on standard and custom universes (access to some universes might need restriction).
Please note that reports in the personal folder will not be taken into account when upgrading standard or custom universes and reports.
- Public folder = Read only
- Personal folder = No access
- Edit report = No access
- New report = No access
- Public folder = Read only
- Personal folder = Full control
- Edit report = Edit standard/custom reports within the personal folder once copied from the public folders to their personal folder
- New report = Create new report in the personal folder based on existing standard and custom universes