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Ad-Hoc Report Wizard: Overview   
Page last modified on Tuesday, November 30, 2021 9:42 AM (by Adam Widmeier) (initially created on Monday, March 4, 2019 12:46 PM)
Assigned to: Ad-Hoc Report Wizard
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Ad-Hoc Report Wizard: Overview

Advanced Ad-Hoc Reporting within Contract Insight is managed through the use of an easy to use on the menu list under Ad-Hoc Report Wizard header. Below is a detailed breakdown of the components of this wizard.

Accessing the Ad-Hoc Report Wizard

1. Navigate to Reports/Searches - Ad-Hoc Reports/Searches - My Ad-Hoc Reports/Searches.

 

 

2. My Ad-Hoc Report List displays. On the side menu, click Create New Legacy Report.

 

 

Alternatively, navigate to Reports/Searches - Create an Ad-Hoc Reports/Search to advance immediately to the Overview screen.

 

 

Ad-Hoc Report Wizard

 

 

Building an Ad-hoc Report involved going through the 7-step Ad-hoc Report Wizard. The wizard displays on the side menu. Click each step as necessary (being sure to save all changes before moving on).

1. Overview: The initial page in the creation of an Ad-Hoc Report to provides overview information for the report.

2. Tables: The second page is used to select the tables used in the report.

3. Field Selection: The third page is used to specify/select what fields from the table(s) selected in step 2 are to be used for this report.

4. Filters & Conditions: The fourth page provides the ability for granular filtering and conditions to be applied to the report.

5. Sort Order: The fifth page in the wizard allows for one or more fields selected in step 3 to be assigned as a default or starting sort order.

6. Assigned To: The sixth page is used to decide which Employees/Users can be assigned to view/run this report.

7. Email Schedule: The final page in the wizard provides the ability to configure an e-mail schedule for sending out this report to the Employees/Users assigned.

 

Ad-Hoc Report Links

Create New Ad Hoc Report: This link opens a blank wizard starting at step 1 - Overview & Tables for the creation of a new Ad-Hoc Report.

Ad Hoc Report List: This link goes back to the list of Ad-Hoc reports (showing those reports the Employee/User Account has access to view).

Create New Legacy Report: This link opens a blank wizard for a Legacy Ad-Hoc Report.

View/Run This Ad Hoc Report: This link opens the page that executes and displays the results of the Ad-Hoc Report currently being viewed.

 
   
 
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