Ad Hoc Reports
Use this function to generate ad hoc reports at a scheduled time, eliminating the manual effort otherwise required.
Once generated, these reports can then be marked as Canned Reports and displayed on the dashboard or exported to a spreadsheet.
In the navigation pane, select Reports > Ad Hoc Reports. The Reports window displays.
New Ad Hoc Report
From the Select Actions drop-down list, choose New Report.
Edit Ad Hoc Report
| Not all functions include an option to edit record line items shown in the main window. |
| 1. | Navigate to the window containing the record to edit. |
| 2. | Click the line containing the record. The applicable window or dialog box displays. |
| 3. | Make the necessary modifications. |
| 4. | Click Save or Add, as applicable. |
Delete Ad Hoc Report
| Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion. |
| 1. | Click the line that contains the item to delete. |
| 2. | From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue). |
Related Topics
Other Functions and Page Elements