COBBLESTONE SOFTWARE

Contract Insight — User Guide

2. Table Selection

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report Wizard › 2. Table Selection

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Tables section sets the report's Primary table — what each report row represents — chosen from the same long list of built-in and custom tables used throughout Administration; joined tables can then be added to bring in related columns from elsewhere.

2. Key Elements

• Insights → Reports → Add report → Tables: "The primary table is what each report row represents. Joined tables bring in related columns."
• Primary table is picked from a searchable combobox listing every built-in and custom table, then confirmed with Set
• Once set, the Fields section's available columns are drawn from that primary table (and any tables joined to it)