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Ad Hoc Reports


The Ad Hoc Report creates a list of selected data fields arranged in columns.  There are several ways to view and limit the data set. This utility allows you to export data in .csv format which can then be opened in Excel.  Once in Excel you can use the file to send mass emails to selected email addresses using Microsoft Word.  You can also easily create Pivot Tables and Pivot Charts.    

Ad Hoc Reports functions as a query tool.  It is secure enough to use in a hosted environment and can be restricted to users who have been granted permission to use it.  The program joins tables for you, and you can sort the results by clicking on a column heading.  When you want to exclude or limit information in one or more of the columns, use the filter at the top of each column of data.

This Section Includes:

Name

Entity

Query Builder

Data Grid

Sharing

 

Name

 

Begin by giving 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.

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 on the upper right side of the screen.

The fields that are checked 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(s) by dragging and dropping them 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 listed are below):

EqualTo

NotEqualTo

IsNull

NotIsNull

Between

NotBetween

Click the appropriate icon on the upper right side of the screen to Export to Excel (holds the groups), PDF, CSV or Word.

Click the Save  button and the data is saved (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