Annotation

Annotations are explanatory notes or visual markers added to a text, image, or other data elements. They reference specific parts of the content and help highlight or clarify important information. Using annotations, users can add shapes, text, and other indicators to make the data more meaningful and easier to interpret for business purposes.

Objective

Create Adhoc Report using Annotation.

Adhoc Report - Annotation: This video provides a step-by-step guide on creating an Ad-hoc report using the Annotation in AIV.

Steps to Create Adhoc Report using Annotation

1. Login to AIV using your credentials.

2. There are three ways to add an Ad-hoc Report in the application:

   • From the Hamburger menu , navigate to Documents > Adhoc Reports. Then, click the (+) icon next to “Adhoc Reports”, as illustrated in the figure below:

   • Click on the Adhoc Reports grid, as shown in the figure below:

     • Right-click on any empty area in the list view and choose Create Adhoc from the context menu.

   • Click the Create Adhoc button located in the bottom horizontal menu bar, as shown in the figure below:

3. On clicking the Create Adhoc option, from one of the methods mentioned above user will see the window as below:

   

4. Drag and drop the Annotation component into the empty area as shown below:

   

5. Click on Annotation icon located at the top-right corner, as shown in the image above.

6. When you click the Annotation icon, a dialog appears, as shown below:

   

7. Fill the details as below:

• Select Annotation Group: Test Annotation Group 2

• Select Item: Test_anno_key2-(2025-11-20-2026-01-23)

  

10. Click the Submit button, and the screen will appear as shown below:

    

11. Select Landscape View from the BIRT Template drop-down as shown:

    

12. User can select format in which they want to run the report from the drop-down near to Run option.

    

13. For this example, we select Run as PDF.

14. To run the Adhoc Report using Annotation, click the Run button located at the top-right corner as shown below.

    

15. Clicking on the Run button opens the following dialog box:

    

16. Since the dataset has no parameters, the user clicks the SEND button, and it redirects them to a new tab in the browser.

17. The Adhoc Report using Annotation component will be generated in PDF.

    

18. If you want to save the image, click the save icon located at the top-right corner. This will open the following dialog box:

    

19. You can enter a custom name and choose either save as Reports/Template.

20. In this example, provide the Name: AisReport choose Save As: Reports and click on Submit button to save.

21. If you want to change the settings of a widget click on Setting icon below Run which will open the following dialog box:

23. Here you are updating the Annotation’s Name, Width, Height, and Visibility settings, and then clicking the submit button to save the changes.

24. Similarly, click the Delete icon to remove the chart component.

The following graphical elements are available in Adhoc reports:

Adhoc Table
Adhoc Chart
Adhoc Image
Adhoc Text
Adhoc Pivot
Adhoc Pre-defined Components
Bind Parameters
Adhoc Embed Link