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Legacy Custom Searches   
Page last modified on Monday, September 24, 2018 10:24 AM (by Nash DeVita) (initially created on Friday, April 6, 2012 3:16 PM)
Assigned to: Ad-Hoc Report List
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Ad-Hoc Report List:Legacy Custom Searches

Reports and Searches created in previous versions of Contract Insight were created in the Custom Searches feature.  To locate the reports/searches created in Custom Searches, navigate to the My or the Reports/Searches top menu item to access the Ad-Hoc Reports/Searches List.


Either of these methods will take you to the My Ad-Hoc Reports List screen on which there is a section on the side menu for Legacy Custom Searches.



By clicking Legacy Custom Searches, a user can access and run all reports/searches created in the Custom Reports reporting tool.





The Custom Reports in this list can be run by clicking the report name. The report still provides the most up-to-date data available.

With upgraded versions of Contract Insight Enterprise Edition, new Reports and Searches can only be created with the new Ad-Hoc Report/Search tool.

Editing Legacy Custom Reports/Searches is limited to:



1. Editing the Email Schedule of the Legacy Custom Report.

2. Assigning Employees the permission to view and run this report.

 


Note: For more information about how to create and manage Ad-Hoc Reports using the current Ad-Hoc Report/Search tool:

Ad-Hoc Wizard Overview
My Ad-Hoc Reports/Searches
Wizard: Overview & Tables
Wizard: Field Selection
Wizard: Filters & Conditions
Wizard: Sort Order
Wizard: Assigned To
Wizard: Email Schedule
Viewing & Running


 

 
   
 
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