COBBLESTONE SOFTWARE

Contract Insight — User Guide

3. Field Selection

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report Wizard › 3. Field 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

Building a quick ad-hoc report directly from a record list starts at field selection, the same Available fields / Report fields mechanic used in the full designer's Fields section, but scoped from the start to the list's own table rather than a separately chosen one.

2. Key Elements

• Fields available for an ad-hoc report built from a list are drawn from that list's table automatically — no separate table-selection step
• Chosen fields become the ad-hoc report's output columns, in the order they're picked
• This step feeds directly into filtering, sorting, sharing and scheduling the resulting ad-hoc report