---
title: "Ad Hoc Wizard Overview"
slug: "ad-hoc-wizard-overview"
updated: 2024-01-26T18:50:40Z
published: 2024-01-26T18:50:40Z
canonical: "wiki.cobblestonesoftware.com/ad-hoc-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 Wizard Overview

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

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

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

**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.