---
title: "1. Report Manager: Overview Page"
slug: "1-report-manager-overview-page"
updated: 2024-01-26T18:51:35Z
published: 2024-01-26T18:51:35Z
canonical: "wiki.cobblestonesoftware.com/1-report-manager-overview-page"
---

> ## 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. Report Manager: Overview Page

### **1. Report Manager: Overview Page**

**Ad-Hoc Report Wizard: Overview** The Overview is the initial page in the creation of an Ad-Hoc Report. It is used to provide overview information and what table(s) are to be used in the report.

**Completing the Overview**

1.The **Ad-Hoc Report Manager: Overview** screen displays. Enter the overview information for the new report.

![Ad-Hoc Report Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Overview%20Info.png)

A. Provide a **Name** for the report

B. Optionally, enter a **Description** for the report

Then set the following:

C. **Emailer is Active**: If you would like to set the report to send on an email out to certain users, set this to Yes.

D. **Use Conditions Prompt**: Enables a prompt to modify Filters/Conditions every time a report is run. For example, allowing a user to change a reporting looking for contract amounts over $50,000 to instead look for a different amount.

E. **Allow Field Editing**: Enables the ability to directly edit records that appear as results in the report. In the Field Selection step, you will have the option of enabling editing on a field-by-field basis.

F. Optionally, enter **Prompt Help Info** to accompany your Conditions Prompt if any, then hit Save and Continue to move to the next step.

2. Click **Save and Continue**. If creating a new report, the Table Selection page displays. If editing an existing report, the Overview screen continues to display.