View/Run Report

View/Run Report   

Ad-Hoc Report List: View/Run a Report

To run/execute an Ad-Hoc Report, click View/Run for the Ad-Hoc Report desired.

Contract Insight runs the selected Ad-Hoc Report and displays its results on a new page.

The results grid can be further sorted and filtered as needed using the header rows for each column/field. Additionally, the page size can be customized to any desired number, depending on how many records to be displayed on the page at a time.

In addition to the results grid, numerous options provide further management of the executed Ad-Hoc Report.

A. Back to Report List: This will return you to the list of Ad-Hoc Reports

B. Edit Report: This link will go into 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 

C. Export the Ad-Hoc Report results: Export Results to an Excel format

Note: Best Practices recommend exporting Ad-Hoc report to Excel and then saving to PDF format.

D. Chart Ad-Hoc Report results data: This option opens the chart data page to visually chart the results provided

Chart This Data

Charting the results data will require the results to have at least one text-based field and one numeric based field and can be done by clicking Chart This Data.

To generate a visual chart provide the following parameters:

1. Select field on which to group

• Select one of the text-based fields from the Ad-Hoc Report results.
• This will decide what field information on which to group the chart.

2. Select currency amount to chart

• Select one of the numeric based fields from the Ad-Hoc Report results.
• This will determine the second part of the field information on which to group the chart (data plotting).

3. Select Chart Type

• Specify which type of visual chart to generate.

4. Chart Orientation

• Decide if the chart should be oriented vertically or horizontally.