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The Ad Hoc Report creates a list of selected data fields arranged in columns. It functions as a query tool, joining tables for you, and allows you to export data in .csv format for use in Excel. There are several ways to view and limit the data set.
Use Export Report for existing reports. Use Import Report to import a previously exported Ad Hoc report.
Name
- Give the report a name and description.
- Report Name
- Report Desc
Entity
An Entity is a collection of fields from a table (and related tables) used for reporting purposes. You will see a list of available entities on the left side of the page.
Query Builder
- Double-click an Entity from the Query Builder or drag it into the work area.
- When using CorePerson, make sure it is the first Entity added to the work area.
- Once you have one Entity added to the work area, do not add any more Entities from the left-hand pane in Query Builder. When you scroll down the list of fields in the first Entity, you will see other Entities you can join. Use this to add a second Entity to the work area, and so on.
- Put a check mark next to the fields that you want to display.
- At the bottom of the list, you will see other entities that you can connect with.
1:1 - one to one (one field in one entity matches with one field in another entity; example: 1 AR Payment links to 1 Journal Entry)
1:* - one to many (one field in one entity matches with many fields in another entity; example: 1 AR Bill links to several Invoices)
Choose one of the entities at the bottom of the list (matching fields are selected for you).
Data Grid
Refresh the Data Grid by clicking the Refresh button at the top right of the screen. The checked fields will display.
You can re-sort data within a column by clicking on the column header. You can change the order of the columns by dragging header names to different locations. You can group a column header by dragging and dropping it onto the row just below the Data Grid. This action will group your data by the categories within the column (example: full- and part-time employees).
- Click the Filter icon to limit data in the column (options will vary depending on data type; some examples are below):
- EqualTo
- NotEqualTo
- IsNull
- NotIsNull
- Between
- NotBetween
- Click the appropriate icon in the upper-right corner of the screen to Export to Excel (which retains the groups), PDF, CSV, or Word.
- Click the Save button to save the data (per user, for security purposes).
Sharing
Ad Hoc Reports can be shared by the report creator with other staff members (Users). Assign "Read Only" or "Update" permissions to each user as needed. Users with Update permissions can make changes and save the revised report using a new report title.
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