The Ad Hoc Reports module allows users to create custom reports and get specific person record data. It has a number of features to help users create and interact with data. The following information helps users understand what options are available and what each does.
Overview
Open or Create?
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When the Ad Hoc Reports screen is loaded users have the option to either run an existing report or create a new one.
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Create/Edit Window
When a report is being created or edited a window is opened where users can customize their report. There are three (3) sections to the modal; Title & Description, Column Configuration and Filter Builder. Users can switch between each section by clicking the headings.
Title & Description
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Allows users to name their report and add a description for future reference. Both fields are displayed in the "Select a Report" menu.
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Column Configuration
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This is where users define the data to be listed in the report. The first step is to select the desired columns and then customize via the available options.
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Filter Builder
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Here the users can define the parameters of the desired report. Users will use rules and groups to select columns and then define what rules filters the report should match.
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Report Result Options
When a report
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