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