--- title: "8. View/Run Ad-Hoc Report" slug: "viewrun-ad-hoc-report" updated: 2024-01-26T18:50:49Z published: 2024-01-26T18:50:49Z canonical: "wiki.cobblestonesoftware.com/viewrun-ad-hoc-report" --- > ## 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. # 8. View/Run Ad-Hoc Report ### **View/Run Ad-Hoc Report** **Ad-Hoc Report Wizard: Viewing & Running** 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**. ![My Ad-Hoc Reports on Main Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/My%20Ad-Hoc%20Reports%20Search(1).png) **Notes:** - Columns shown on the **My Ad-Hoc Reports List** screen are globally set. - 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 edit the report to include the desired additional information. Save any changes. ![My Ad-Hoc Report Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667505642856.png) **Ad-Hoc Reports List** **Delete Column:** Click this to delete the specified Ad-Hoc Report from Contract Insight. (can only be performed by an admin or the creator of the report) **View Report Column:** This option executes the ad-hoc report and display the results in a new page. **Manage Report Column:** This option opens the Ad-Hoc Report Wizard for managing the specified Ad-Hoc Report and 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. **Legacy Report:** Denotes if the report was built with the Legacy tool (True) or with the Advanced Ad-Hoc Report Builder (False). **Date Created Column:** The date the Ad-Hoc Report was created. **Created by Column:** The name of the user who created the Ad-Hoc Report. **Report ID Column:** The system assigned ID of the Ad-Hoc Report. In addition to the list of Ad-Hoc Reports, the side menu provides access to: - **Create a new Ad-Hoc Report**. - The **Ad-Hoc Report List**. - View the **Legacy Custom Searches** (custom searches from older versions of Contract Insight). - **Create New Legacy Report** using the legacy report tool. - Create New E-Z Report (as [detailed here](http://insightwiki.cobblestonesystems.com/default.aspx?pg=8EqD3i%2fNFlEoPO99W44UGw%3d%3d&fvi=KNDNipMXOGAEZtQvUtt%2bIQ%3d%3d)) ![Ad-Hoc Report List Side Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Ad-Hoc%20Report%20Links.png) **Running an Ad-Hoc Report** To run/execute an Ad-Hoc Report, click on **View/Run** for the Ad-Hoc Report desired. Contract Insight runs the selected Ad-Hoc Report and displays the results on a new page. ![Overview for Ad-Hoc Report](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667505871894.png) If enabled, click **Edit Row** to access the in-line field editor for the desired line item. This feature is only available for reports that are **not** legacy. If working with one or more sub-tables, click the **carat** on the side to view the record's sub-table items. This feature is only available for reports that are **not** legacy. ![Carat to show report rows](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/viewrun-ad-hoc-report-image-ash8cvc9.png) In the example above, the Scope of Work sub-table is colored yellow but no color was selected for the other sub-tables. The results grid can be further sorted and filtered as needed using the header rows for each column/field. In addition, the page size can be customized to any desired number, depending on how many records you want displayed on the page at a time. Additionally, the **Report Overview** provides further management of the executed Ad-Hoc Report. ![Report overview buttons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Report%20Overview.png) The following actions can be taken: 1. **Back to Report List**: This options opens the list of Ad-Hoc Reports. 2. **Edit Report** This option opens the Ad-Hoc Report Wizard for managing this executed Ad-Hoc Report and can only be performed by an admin or the creator of the report. 3. **Reset**: This option refreshes the results of the report. 4. **Export the Ad-Hoc Report results**: Export Results or all tables, primary table, or specific sub-table to an Excel format. **Note:** Best Practices recommend exporting Ad-Hoc report to Excel and then saving to a PDF format. 5**. Chart This Data:** Charting the results data will require the results to have at least one text-based field and one numeric based field. ![Chart Data Wizard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7(1).png) To generate a visual chart, provide the following parameters: 1. **Select field to group on** - Select one of the text-based fields from the Ad-Hoc Report results. - The field information on which to group the chart. 2. **Select currency amount to chart** - Select one of the number-based fields from the Ad-Hoc Report results. - This determines the second part of the field information on which to group the chart (data plotting). 3. **Select Chart Type** - Specify what type of visual chart to generate. 4. **Chart Orientation** - Decide if the chart should be oriented vertically or horizontally. **One-Off Emailing of the Ad-Hoc Report** One-off emailing of reports generated in the **Ad-Hoc Report Manager** is most effectively accomplished as follows: 1. Create desired Ad-Hoc report 2. Test the execution of the report to ensure the results are valid and meaningful and on target. 3. Run/Execute the desired Ad-Hoc Report. 4. Export Ad-Hoc Report results to Excel. 5. Add any desired additional formatting to the Excel extract. 6. Save the Excel file as a .xls or .xlsx file to your computer. 7. Attach saved Excel Report File to the desired email and send the email. **Modifying Ad-Hoc Report Column Sizes** If, after running an Ad-Hoc Report, the user wants to change the widths of the columns, they may do so. Click and drag the **light grey bars** in between columns (such as the light grey bar in between Contract title and company name). ![Ad-Hoc Report Grid Columns](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/viewrun-ad-hoc-report-image-eylgobqv.png) ![Ad-Hoc Report Grid Re-sized](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/viewrun-ad-hoc-report-image-n2y75svg.png) **NOTE:** There are dark grey bars next to the funnel icons. These bars will NOT change the columns widths. This will solely be done using the lighter grey bars.