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:
-
Using NexJ Studio, set up
the BI model.
For more information, see the NexJ Studio Developer
Guide.
-
Using NexJ Studio, create a
new reporting database. For more information, see Creating the reporting database.
-
Using NexJ Studio, set up
the reporting environment. For more information, see Setting up the reporting environment.
-
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.
-
Set up appropriate privileges for NexJ CRM
users. For more information, see Setting user privileges for Ad Hoc Reports.
-
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 Studio Developer
Guide.
For
information about deploying Ad Hoc Reports for NexJ CRM, see
the NexJ CRM
Deployment Guide.