Ad-Hoc Reports

The Ad Hoc Reports form allows you to view and print reports created on the Ad-Hoc Report Definition form.

The reports that are available in this form will depend on how the ADHOC_REPORT_NAME item is configure in the user’s Security Data Role.

See Also:

Ad Hoc Reports Feature

Using the Ad-Hoc Reports Form

Configuring and Sorting Columns on the Ad-Hoc Reports Form

Using the Ad-Hoc Reports Form

1. Click Main Menu > Reporting > Ad-Hoc Reports.

2. If necessary, click the  Filter icon to display the Report Name field.

3. Select the Report Name.

   If the report has any filters, these fields will display next to the Report Name field. Use the filters to configure specific data to include in the report. An asterisk (*) next to the filter indicates it is required in order to run the report.

4. Click Run Report.

   The report data will display in the middle of the form.

   You can change the sort order and display of the report columns (see below).

5. Click Print Report to display your browser’s Print form and print the report.

6. Click Download to open or save the report as a .CSV file. Your web browser will display a message asking if you want to open or save the .CSV file. Open the file to view it immediately or click Save to save it to disk.

Configuring and Sorting Columns on the Ad-Hoc Reports Form

To rearrange columns, drag a column to its new location.

To show or hide the report columns, click the button on the right side of the column name and select the Columns option. Check the box next to a column to show it. Uncheck the box to hide the column.

To sort records by a particular column, click the button on the right side of the column name and select Sort Ascending or Sort Descending from the pop-up menu.

The  icon in the column name indicates the data is sorted in ascending order (A - Z). The  icon indicates the data is sorted in descending order (Z - A).