--- title: "Reporting & Dashboards" slug: "reporting" updated: 2023-11-07T21:46:34Z published: 2023-11-07T21:46:34Z canonical: "wiki.cobblestonesoftware.com/reporting" --- > ## 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. # Reporting & Dashboards ### CobbleStone® University Certification Program - Unit 2 ### ### **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. Ad-Hoc Reports are the primary reporting tool in CobbleStone® Contract Insight and can be created to represent most metadata tracked in CobbleStone®. Reports can be managed by **System Administrators and Users with the proper permissions**. 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**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947224226.png) 2. **My Ad-Hoc Report List** displays. On the side menu, click **Create New Legacy Report**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947264660.png) Alternatively, navigate to **Reports/Searches** - **Create an** **Ad-Hoc Reports/Search** to advance immediately to the **Overview** screen. **Note**: Several Ad-Hoc Reports come out-of-the-box, but an **unlimited** amount of reports can be created. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947327293.png) **Ad-Hoc Report Wizard** **![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947381165.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. **All fields may be reported on.** **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. **System Admins, End Users, and Employees (even those who are not users) can receive Ad-Hoc Reports via email.** **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. **Only System Admins and those with proper missions may create Ad-Hoc Reports**. **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.CobbleStone®systems.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. To watch more about Ad-Hoc Reporting (both Legacy AND Standard), please watch the following two (2) videos. [YouTube video player](https://www.youtube.com/embed/gbO1GoOiFVE) [YouTube video player](https://www.youtube.com/embed/rIG1P_FTVs0) ### ### **Dashboard Manager** **Dashboards: Manager** The dashboard manager provides a list of all of the dashboards a user has configured for him or herself along with the ability to manage/edit or delete them. **System Administrators and User with proper permissions** can create their own My Dashboards. Only System Administrators can create/manage System Dashboards. **Creating a Dashboard:** 1. Select **Dashboards Mgr.** from the **My** top menu option. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947435524.png) 2. The **My Dashboard Manager** screen displays. Click **Add New Dashboard** from the side menu. **NOTE**: This will create a personal dashboard. System Admins and those with permissions are free to create personal dashboards. OR Click the **Manage/Setup dropdown**, then **Application Configuration**, and **System Dashboards** to create System Dashboards. **System Dashboards may only be created by System Admins**. These dashboards may be assigned to any user in the system. 3. Choose the dashboard type. ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-i702s4vr.png) 4. Provide the required information. ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-hql9ckg2.png) **Note:** The **My Dashboards** page will initially display your default dashboard. When creating your dashboard, you can select whether the dashboard is default or not by using the **Is Default** drop down item. All other dashboards will be available from the dashboard drop down menu on the **My Dashboards** page (see the [**My Dashboards**](https://wiki.CobbleStonesoftware.com/docs/my-dashboards) page of Wiki). 5. Click **Save** to return to the **My Dashboard Manager** screen where a list of your dashboards (including the newly created dashboard) displays. ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-cd52jc5l.png) 6. To configure your dashboard once it has been created and saved, you can add **Docks** (See the **Docks** page of Wiki). 7. **My Dashboard Manager** is accessible from several different screens as well on the side menu. **To Change/Manage your Dashboard:** Click **Info** or **Layout** for the dashboard to modify. The **Info** screen will look exactly like the screen where you first created the dashboard. Be sure to click **Save** to save any changes. The **Layout** screen will allow the user to add Docks, Button Tiles, and/or Summary Tiles. **Deleting A Dashboard:** Click **Delete** for the dashboard line item to remove. If **Delete** is not available to be selected, click **Manage** link first and change **Is Default** to **No**. Save the changes. ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-manager-image-a291omem.png) Once saved, **Delete** will be available. When clicking **Delete**, a prompt will display to verify the to deletion of the dashboard. Click **OK** to proceed to delete it or click **Cancel** to return to the **My Dashboard Manager** screen. ### **Dashboard Docks** **Dashboards: Docks** With each dashboard, a user is allowed to add up to 16 **docks**. A dock is a section of the dashboard that displays specifically requested information. **Adding a Dock** 1. Navigate to the **My Dashboards** screen ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947528091.png) 2. From the **Select Your Dashboard** drop down menu, select the dashboard for which a dock is to be added. 3. Click **Manage Docks & Tiles**. 4. Once on the **Add Dashboard Dock** Screen, choose the **Docks**, **Button Tiles**, or **Summary Tiles** tab **Docks** ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-docks-image-zxujvyck.png) 1. When selecting a dock type to add, there are several options. 2. Depending on the type of dock you select you will be provided with additional options: a. **My Calendar** - This will add your calendar to the dashboard appears on the screen b. **Ad-Hoc Reports/Searches** - A new drop down box with a list of all Ad-Hoc Reports/Searches available appears (see [**Ad-Hoc Wizard Overview**](https://wiki.CobbleStonesoftware.com/docs/ad-hoc-wizard-overview) Wiki page for more information on Ad-Hoc Reports/Searches). c. **Legacy Custom Searches** - A new drop down box with a list of all Legacy Custom Search reports available appears. **Note:** Any docking station that displays an Ad-Hoc Report/Search or Legacy Custom Search Report has the option of limiting the number of result rows displayed. d. **Web Address**- you may add any web address to be able to access from your dashboard (i.e. http://www.CobbleStone®systems.com). Be sure to include http:// or https:// as applicable to the site. **Note:** Not all websites permit display within such a dock. 3. Select the docking zone for which the new dock should be added. 4. Click **Save Dock**. 5. The after selecting **Save Dock**, the dashboard to which the dock was added is modified. **Good Save!** displays upon a successful save. 6. Click **My Dashboards** from the side menu to display the new dashboard with the dock in place. **Note:** CobbleStone® Software Best Practices recommends adding no more than six (6) docks per dashboard. **Button Tiles** Button tiles are user created shortcuts to various parts of the system or to an external site. ![Graphical user interface Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-docks-image-hi3k5fgv.png) 1. Select the **Button Tiles** tab 2. Leave as **--- Create New Tile ---** to create a new tile (To edit an existing tile, select it from the drop down list) 3. Give the Button Tile a **Name** 4. Provide the destination **Page URL** 5. (Optional) Add a **Tile Tooltip** to show when the user hovers the mouse button over the Button Tile 6. (Optional) Choose a **Tile Icon** to show on the Button Tile 7. (Optional) Customize the **Tile Background Color** and **Tile Font Color** 8. Choose whether the tile is an **Internal Link** (internal means within Contract Insight). If internal, the URL will open in the same tab, otherwise, it will open in a new tab. 9. Choose whether the tile is an **Active Item** 10. (When modifying existing tile only) Specify the Order number of the Tile shown on the Dashboard 11. Click **Save Tile** **Summary Tiles** Summary Tiles are used to show summarized information from the various Ad-Hoc Reports and appear below any Button Tiles on the Dashboard. ![Graphical user interface Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-docks-image-3u8wiv1g.png) 1. Select the **Summary Tiles** tab 2. Leave as **--- Create New Tile ---** to create a new tile (To edit an existing tile, select it from the drop down list) 3. Give the Summary Tile a **Name** 4. **Select Report** that contains the information to show 5. **Select Report Field** to be summarized 6. Choose the **Calculation** operation to be performed on the field. 7. (Optional) Add a **Tile Tooltip** to show when the user hovers the mouse button over the Summary Tile 8. (Optional) Customize the **Tile Background Color** and **Tile Font Color** 9. (When modifying existing tile only) Specify the **Order Number** of the Tile shown on the Dashboard 10. Click **Save Tile** **NOTE:** A combination of Your Calendar, Summary Tiles, Button Tiles, and/or Ad-Hoc Reports may all be added to a dashboard. Tiles show at the top of the Dashboard, with Button Tiles on top then Summary Tiles underneath. Any other Dashboard Docks that were created will show under the Tiles. ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dashboard-docks-image-7hpgarcr.png) [YouTube video player](https://www.youtube.com/embed/JKmfqFa8Bqc) [YouTube video player](https://www.youtube.com/embed/y85c13ry8kM)