COBBLESTONE SOFTWARE

Contract Insight — User Guide

My Ad-Hoc Reports List Overview

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report List › My Ad-Hoc Reports List Overview

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Reports hub's "All reports" selector narrows the full report list to a personal scope — the reports a person owns or has been shared — the modern equivalent of a dedicated "My Ad-Hoc Reports" list, layered on top of the same folder-grouped grid used for every other report.

2. Key Elements

• Insights → Reports: the "All reports" dropdown above the folder grid offers scoped views alongside the full list
• The underlying grid (Report, Description, Gateway Type, Emailer Active, Standard Report, Created On/By, ID) stays the same regardless of scope
• Favoriting a report with its star makes it quicker to find again within whichever scope is selected