Ad hoc report creation

You can quickly create reports to get information for your business needs.

You can create ad hoc reports from applications so that the data is filtered for that specific application. If you created an advanced search query in an application, you can apply this query to the report. You can specify the style of the report; select the categories and fields to include; develop calculations; aggregate functions to summarize data; format the report by filtering, grouping, and sorting information; and schedule the report. After you create a report, you can download the data into other formats, such as Microsoft Excel.

To access reports that you created, select the Run Report action. You can run, edit, or delete reports that you select, and specify the users to receive a copy.



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