Ad Hoc Wizard Overview
  • 26 Jan 2024
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Ad Hoc Wizard Overview

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Article summary

Ad-Hoc 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 Legacy Ad-Hoc Report Wizard

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

My Ad-Hoc Reports in the Main Menu

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

Create New Legacy Report on Side Menu

Ad-Hoc Report Wizard

1. Overview & Tables: The initial page in the creation of an Ad-Hoc Report to provides overview information and what table(s) are to be used in the report.

2. Field Selection: The second page is used to specify/select what fields from the table(s) selected in step 1 are to be used for this report.

3. Filters & Conditions: The third page provides the ability for granular filtering and conditions to be applied to the report.

4. Sort Order: The fourth page in the wizard allows for one or more fields selected in step 2 to be assigned as a default or starting sort order.

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

6. 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)

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.





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