---
title: "Ad Hoc Report Wizard: Overview"
slug: "ad-hoc-report-wizard-overview"
updated: 2024-01-26T18:51:48Z
published: 2024-01-26T18:51:48Z
canonical: "wiki.cobblestonesoftware.com/ad-hoc-report-wizard-overview"
---

> ## 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.

# Ad Hoc Report Wizard: Overview

### **Ad-Hoc Report Wizard: Overview**

**Ad-Hoc Report Wizard: Overview**

**Advanced Ad-Hoc Reporting** within Contract Insight is managed through the use of an easy to use on the menu list under **Ad-Hoc Report Wizard** header. Below is a detailed breakdown of the components of this wizard.

**Accessing the Ad-Hoc Report Wizard**

1. Navigate to **Reports/Searches** - **Ad-Hoc Reports/Searches** - **My Ad-Hoc Reports/Searches**.

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

2. **My Ad-Hoc Report List** displays. On the side menu, click **Create New Legacy Report**.

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

Alternatively, navigate to **Reports/Searches** - **Create an** **Ad-Hoc Reports/Search** to advance immediately to the **Overview** screen.

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

**Ad-Hoc Report Wizard**

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

Building an Ad-hoc Report involved going through the 7-step Ad-hoc Report Wizard. The wizard displays on the side menu. Click each step as necessary (being sure to save all changes before moving on).

**1. Overview:** The initial page in the creation of an Ad-Hoc Report to provides overview information for the report.

2. **Tables:** The second page is used to select the tables used in the report.

**3. Field Selection:** The third page is used to specify/select what fields from the table(s) selected in step 2 are to be used for this report.

**4. Filters & Conditions:** The fourth page provides the ability for granular filtering and conditions to be applied to the report.

**5. Sort Order:** The fifth page in the wizard allows for one or more fields selected in step 3 to be assigned as a default or starting sort order.

**6. Assigned To:** The sixth page is used to decide which Employees/Users can be assigned to view/run this report.

**7. Email Schedule:** The final page in the wizard provides the ability to configure an e-mail schedule for sending out this report to the Employees/Users assigned.

**Ad-Hoc Report Links**

**Create New Ad Hoc Report:** This link opens a blank wizard starting at step 1 - Overview & Tables for the creation of a new Ad-Hoc Report.

**Ad Hoc Report List:** This link goes back to the list of Ad-Hoc reports (showing those reports the Employee/User Account has access to view).

**Create New Legacy Report:** This link opens a blank wizard for a [](http://insightwiki.cobblestonesystems.com/default.aspx?pg=obJ86a%2b0dIdIg%2f3MvGokGA%3d%3d&fvi=KNDNipMXOGAEZtQvUtt%2bIQ%3d%3d)[Legacy Ad-Hoc Report.](/v1/docs/legacy-custom-searches)

**View/Run This Ad Hoc Report:** This link opens the page that executes and displays the results of the Ad-Hoc Report currently being viewed.