---
title: "1. Creating an EZ Report"
slug: "1-creating-an-ez-report"
updated: 2024-01-26T18:49:13Z
published: 2024-01-26T18:49:13Z
canonical: "wiki.cobblestonesoftware.com/1-creating-an-ez-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1. Creating an EZ Report

### **1. Creating an EZ Report**

**Ad-Hoc Reports: Creating an EZ Report**

CobbleStone® Software provides a quicker solution for generating Ad Hoc Reports on demand with EZ Ad Hoc Reports Field Selection. This will allow for users to quickly generate and view reports using 3 simple steps: **Setup**, **Type Selection**, and **Field Selection**. This report builder is designed to expand on the existing Record Details layout screen by only displaying fields that are associated with whichever type the user selects.

**Setup Overview**

1. Navigate to **Reports/Searches** - **Ad-Hoc Reports/Searches** - **Create an EZ Ad-Hoc Report/Search**. This can also be accessed via the Ad Hoc Report list page by clicking on the side menu item **Create New E-Z Report**.

![Create EZ Report on Main Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Create%20an%20EZ%20Ad-Hoc%20Report%20Search.png)

2. Provide a **Report Name**, **Select a Table** against which to report, and decide to **Save the Report for Later** or not.

![Report Info](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(205).png)

EZ Reports can be built for the following areas/tables: Contracts, Requests, Employees, Vendors/Customers, E-Sourcing, and Purchase Orders.

![Select Table Dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1.-creating-an-ez-report-image-gdmugt28.png)

A saved report allows for modification of the report after view/creation and and allows for the report to be customized using all existing report configuration that is available from the **Ad-Hoc Reporting** module. However, a report that is not saved is not be accessible after creation/viewing but does still allow for filters and conditions to be added before viewing and allows for exporting to excel.

3. Click **Save & Continue**.

4. The **Field Type Selection** screen displays. Select which type of record type against which the report is being built.

![Field Type Selection](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(206).png)

![Select Type Dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1.-creating-an-ez-report-image-de699bfj.png)

5. Click **Save & Continue**.

**Field Selection**

1. The **Field Selection** screen displays.

![Field Selection](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(284).png)

2. For field groups, select if the group as a whole is to not be used, to be shown on the report, or to be used as a filter for the report.

![Group Filter](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1.-creating-an-ez-report-image-7mzis9mg.png)

3. For individual fields, select if the field is to not be used, to be shown on the report, or to be used as a filter for the report.

![Field Filter](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1.-creating-an-ez-report-image-wk58mbi3.png)

4. Click **Add Filters/Conditions** to build rules for the EZ Report. Rules for EZ Reports are built just like those on other Ad-Hoc Reports.

![Add Filters Button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1.-creating-an-ez-report-image-otc7ye6i.png)

5. When done creating rules, click **View Report** to view the final report.