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Manage/Edit & Delete Reports   
Page last modified on Monday, September 24, 2018 10:21 AM (by Nash DeVita) (initially created on Thursday, May 10, 2012 8:34 PM)
Assigned to: Ad-Hoc Report List
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Ad-Hoc Reports List: Manage/Edit & Delete Reports

To manage, edit, or delete an Ad-Hoc Report/Search, navigate to Reports/Searches > Ad-Hoc Reports/Searches >My Ad-Hoc Reports/Searches.  



The Ad-Hoc Reports List screen displays.



To Manage/Edit an Ad-Hoc Report/Search

1. Click Manage/Edit for the report you would like to change.

2. Follow the same steps as if a new report was being creating. Be sure to save all changes made.


Note: For more information about creating an Ad-Hoc Report/Search, see the following Wiki pages:

1. Overview & Tables
2. Field Selection
3. Filters & Conditions
4. Sort Order
5. Assigned To
6. Email Schedule




To Delete an Ad-Hoc Report/Search

1. Click Delete for the Ad-Hoc Report/Search to remove.

2. Confirm the removal of the report by clicking OK. Abandon changes by clicking Cancel.

 
 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.