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?
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 filters the report should match.
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Report Result Options
When a report loads there are a number of features available for users to manage their report.
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The column headings can be selected to sort data by that column. Users can use the "quick" filter and column editor to easily make changes to their results!
The report menu allow users to refresh the results, edit the report or export the report data to save it for external use.
The "New" and "Copy" functions allow users quick access to creating a new report!
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