---
title: "6. View/Run This Ad-Hoc Report"
slug: "6-viewrun-this-ad-hoc-report"
updated: 2024-01-26T18:49:56Z
published: 2024-01-26T18:49:56Z
canonical: "wiki.cobblestonesoftware.com/6-viewrun-this-ad-hoc-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.

# 6. View/Run This Ad-Hoc Report

### **View/Run This Ad-Hoc Report**

**Ad-Hoc Report Wizard: Viewing & Running**

To view a list of all Ad-Hoc reports to which you have access, navigate to **Reports/Searches** > **Ad-Hoc Reports/Searches** > **My Ad-Hoc Reports/Searches**.

**Notes:**

- Columns shown on the **My Ad-Hoc Reports List** screen are globally set.
- If more information is desired to be shown on the **My Ad-Hoc Reports List** screen, after creating the report, click **Manage/Edit**, edit the **Report Name,** and edit the report to include the desired additional information. Save any changes.

![Report Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667507386754.png)

**Ad-Hoc Reports List**

**Delete Column:** Click this to delete the specified Ad-Hoc Report from Contract Insight. (can only be performed by an admin or the creator of the report) **View Report Column:** This option executes the ad-hoc report and display the results in a new page. **Manage Report Column:** This option opens the Ad-Hoc Report Wizard for managing the specified Ad-Hoc Report and can only be performed by an admin or the creator of the report. **Report Name Column:** Specifies the name of the Ad-Hoc Report. **Emailer Is Active Column:** Denotes if the Email Schedule is active and enabled for an Ad-Hoc Report. **Date Created Column:** The date the Ad-Hoc Report was created. **Created by Column:** The name of the user who created the Ad-Hoc Report. **Report ID Column: T**he system assigned ID of the Ad-Hoc Report.

In addition to the list of Ad-Hoc Reports, the side menu provides access to:

- **Create a new Ad-Hoc Report**.
- View the **Legacy Custom Searches** (custom searches from older versions of Contract Insight).

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

**Running an Ad-Hoc Report** To run/execute an Ad-Hoc Report, click on **View/Run** for the Ad-Hoc Report desired. Contract Insight runs the selected Ad-Hoc Report and displays the results on a new page.

![View Report](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/View%20My%20Report(1).png)

The results grid can be further sorted and filtered as needed using the header rows for each column/field. In addition, the page size can be customized to any desired number, depending on how many records you want displayed on the page at a time. Additionally, the side menu provides further management of the executed Ad-Hoc Report.

![Buttons on Report Overview](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667507495108.png)

The following actions can be taken:

1. **Back to Report List**: This options opens the list of Ad-Hoc Reports.

2. **Edit Report** This option opens the Ad-Hoc Report Wizard for managing this executed Ad-Hoc Report and can only be performed by an admin or the creator of the report.

3. **Reset**: This option refreshes the results of the report.

4. **Export the Ad-Hoc Report results**: Export Results to an Excel format.

**Note:** Best Practices recommend exporting Ad-Hoc report to Excel and then saving to a PDF format.

**5. Chart Ad-Hoc Report results data**: This option opens the chart data page to visually chart the results provided.

**6. Chart This Data:** Charting the results data will require the results to have at least one text-based field and one numeric based field.

![Chart Data Wizard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(204).png)

To generate a visual chart, provide the following parameters:

1. **Select field to group on**

- Select one of the text-based fields from the Ad-Hoc Report results.
- Which field information on which to group the chart.

2. **Select currency amount to chart**

- Select one of the number-based fields from the Ad-Hoc Report results.
- This will decide the second part of the field information on which to group the chart (data plotting).

3. **Select Chart Type**

- Specify what type of visual chart to generate.

4. **Chart Orientation**

- Decide if the chart should be oriented vertically or horizontally.

**One-Off Emailing of the Ad-Hoc Report**

One-off emailing of reports generated in the **Ad-Hoc Report Manager** is most effectively accomplished as follows:

1. Create desired Ad-Hoc report

2. Test the execution of the report to ensure the results are valid and meaningful and on target.

3. Run/Execute the desired Ad-Hoc Report.

4. Export Ad-Hoc Report results to Excel.

5. Add any desired additional formatting to the Excel extract.

6. Save the Excel file as a .xls or .xlsx file to your computer.

6. Attach saved Excel Report File to the desired email and send the email.