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.
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
Allows users to name their report and add a description for future reference. Both fields are displayed in the "Select a Report" menu.
Column Configuration
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.
There are several options for a column once it has been selected:
Filter Builder
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.
- "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 two commands instead of one at a time.
- "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.
Report Result Options
When a report loads there are a number of features available for users to manage their report.
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!
