View/Run Report

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COBBLESTONE SOFTWARE

Contract Insight — User Guide

View/Run Report

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report List › View/Run Report

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

A standard (non-ad-hoc) saved report is viewed and run the same way as any other report in this build — there is no separate results experience for "standard" versus "ad-hoc" reports; both open into the identical Table/Chart, Group by, Export and paginated-rows results page.

 

2. Key Elements

  • Reports list distinguishes reports by a "Standard Report" Yes/No column, but running either type lands on the same results page design
  • Reload on a report's results page re-executes it against current data without leaving the page
  • "Manage this report" from the results page is the way back into the report's design sections for any report type