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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 title and description to their report for future reference. Both fields are displayed in the "Select a Report" menu.Image Removed


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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.

  • Click the "Select Columns" button to search for and select the columns that make up the report.


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  • There are several options for a column once it has columns once they have been selected:


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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. 

Info
  • "Add Rule" will add a new filter to the report.
    • No limit to the number of rules that can be used.
    • The more rules added the better the results will be.
  • "Add Group" will add a new sub set of rules.
    • These can allow users to return multiple sets of similar data; for example: results in
      • search two commands
      instead of one
      • at a time.
      • return results with person type "Officers" and "Auxiliary Captains".
  • "And"/"Or" designations -
    • "And" (default setting) means the data results must match ALL of the listed rules.
    • "Or" means the data results only have to match ONE of the listed rules.
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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!

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The report menu allow allows users to refresh the results, edit the report or export the report data to save it for external use.

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The "New" and "Copy" new and copy functions allow users quick access to creating a new report!

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