Building Ad Hoc Download reports

Use the Ad Hoc Download report to create a customized, downloadable report that contains details about individual alerts that are not visible in a summary report. You have considerable flexibility in creating ad hoc reports. You can select the data range to report on, the columns to show, and a filter to apply to the results. You can arrange the columns in any order. The output is a CSV file that you can save locally. It can be opened with Microsoft Excel or other spreadsheet applications. Ad Hoc is the most popular reporting technique in PEP Portal.

Alerts Sent and Alerts Received report types can be scheduled to run periodically (daily, weekly, or monthly) until you cancel them. The other Ad Hoc report types cannot be scheduled.

The following Ad Hoc report types are available:

Report Type Description Can be scheduled
Alerts Sent Shows attempts made within the specified date range. Can include attributes, interacts, and windows. Yes
Alerts Received Shows attempts for records loaded to the data center within the specified date range. Can include attributes, interacts, and windows. Yes
Notification Summary by Campaign Shows dispatch counts and minutes of use (MOU) by campaign. No
Notification Summary by Country and Service Type Shows dispatch counts and minutes of use (MOU) by country and service type. No
Records Not Attempted Shows details for records that were not attempted, including counts by subcode for Bad Data, Cancelled, and Expired records. No

To build the report:

  1. In the header, click Reports.

  2. In the left nav bar, click Standard > Ad Hoc Download. You should see the Ad Hoc Download screen.

  3. Click on the report type you want. (See the table above for details.) You should see the query page.
  4. Enter a Date Range. Data is available for up to the past 13 months, but report query spans must be 31 days or less.
  5. For Alerts Sent and Alerts Received reports, make the following selections: 
    1. Select a Reporting Domain.
    2. Select an Alert Type.
    3. Select a Report Type: Latest Attempt or All Attempts.
    4. Select Result Codes: All or Only Customer Contacts.
    5. Select a Type of Data: Production Data or Test Data.
  6. Under Choose Columns, select an entity for the report. Entities are groups of related fields. For example, the Checkpoint entity contains fields related to checkpoints in the application. Click on each entity in the Entities list to see its fields and a brief description. These are the available entities:

    7. Entity Description
    View Platform-managed data items for the record and its notification attempts.
    Attribute Application-defined data items associated with the record and provided by the client (typically in an input file). In some cases these data items are derived at the time the record is loaded to the data center.
    Checkpoints The sequence of checkpoints traversed during the dispatch.
    Interact Application-defined data items whose values are established during the call/notification. These typically capture interactions (manifest, for example, as keypresses or email clicks) with the consumer.
    Window Data items for the client-defined calling window during which the notification occurs.

  7. Under Available Columns, select the columns you want to display in your report. Click the arrows to move columns in or out of the Selected Columns list. To move a single column, select the column and click the single arrow. To select all items, click the double arrow. When you click a column, a description appears in the Column Notes box.
  8. To use record filtering, click a column name in the Selected Columns list. In the Optional Record Filtering box, select a filter type, such as = text or > number. Then enter a value in the text box and click Set Filter. For example, to display records for Seatac Airport only, you would select the column AIRPORT, select the filter = text, enter SEA in the text box, and then click Set Filter.
  9. For all report types, you have the option to run the report immediately by clicking Run Report at the bottom right of the page.   In the Report Request Received screen, optionally assign the report a name and request to receive an email when the report is completed. Then click OK. The report is now visible on the Long-Running reports page. For details, see Long-Running reports .
  10. For Alerts Sent and Alerts Received reports, you have the option to schedule the report to run periodically (daily, weekly, or monthly). To do this, click Save as New Scheduled Report at the bottom right of the page. This displays the Edit Scheduled Report page. For details about setting up Ad Hoc Scheduled reports, see Building Ad Hoc Scheduled reports.