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View/Run Report   
Page last modified on Friday, October 29, 2021 3:13 PM (by Adam Widmeier) (initially created on Thursday, May 10, 2012 8:08 PM)
Assigned to: Ad-Hoc Report List
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Ad-Hoc Report List: View/Run a Report

To run/execute an Ad-Hoc Report, click View/Run for the Ad-Hoc Report desired. 

 



Contract Insight runs the selected Ad-Hoc Report and displays its results on a new page.

 



The results grid can be further sorted and filtered as needed using the header rows for each column/field. Additionally, the page size can be customized to any desired number, depending on how many records to be displayed on the page at a time.

In addition to the results grid, numerous options provide further management of the executed Ad-Hoc Report.

 

A. Back to Report List: This will return you to the list of Ad-Hoc Reports

B. Edit Report: This link will go into the Ad-Hoc Report Wizard for managing this executed Ad-Hoc Report and can only be performed by an admin or the creator of the report 

C. Export the Ad-Hoc Report results: Export Results to an Excel format


Note: Best Practices recommend exporting Ad-Hoc report to Excel and then saving to PDF format.


D. Chart Ad-Hoc Report results data: This option opens the chart data page to visually chart the results provided

 

 

Chart This Data

Charting the results data will require the results to have at least one text-based field and one numeric based field and can be done by clicking Chart This Data.

 


To generate a visual chart provide the following parameters:

1. Select field on which to group

  • Select one of the text-based fields from the Ad-Hoc Report results.
  • This will decide what field information on which to group the chart.

2. Select currency amount to chart

  • Select one of the numeric based fields from the Ad-Hoc Report results.
  • This will determine the second part of the field information on which to group the chart (data plotting).

3. Select Chart Type

  • Specify which type of visual chart to generate.

4. Chart Orientation

  • Decide if the chart should be oriented vertically or horizontally.
 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.