My Ad-Hoc Reports List Overview

My Ad-Hoc Reports List Overview   

Ad-Hoc Report List: Overview

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 set globally.
•  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 include the desired added information. 

Ad-Hoc Reports List

Delete Column: This option deletes the specified Ad-Hoc Report from Contract Insight. (can only be performed by an admin or the creator of the report)

View/Run Column: This option executes the ad-hoc report and display the results in a new page.

Manage/Edit Column: This option goes into the Ad-Hoc Report Wizard for managing the specified Ad-Hoc Report. (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.

Created On Column: The date on which the Ad-Hoc Report was created.

Created By Column: The name of the user who created the Ad-Hoc Report.

Report ID Column: Specifies the system assigned ID of the Ad-Hoc Report.

In addition to the list of Ad-Hoc Reports, the Ad-Hoc Report Links items/menu provides access to:

Create New Ad Hoc Report

Ad Hoc Report List

Ad-Hoc Quick Copy

Legacy Custom Searches List: Custom searches from previous versions of Contract Insight)

How To: Links to the Documentation Wiki and Tutorial Video