Ad-Hoc Reporting: Basic Information

Ad-Hoc Reporting: Basic Information

Purpose

This article will review the data fields on the Ad-Hoc Basic Information tab within the Reports Module. 
The Basic Information tab allows you to name and organize your Ad-Hoc report. 

Related Articles


Video



Instructions



1. Inside of the Reports Module, select Ad-Hoc Reports from the menu. This will bring you to the Reports List. Click on Create Report to get started.


Inside of the Reports Module, select Ad-Hoc Reports from the menu. This will bring you to the Reports List. Click on Create Report to get started.



2. The first tab is the Basic Information section. This is where you will start your report.


The first tab is the Basic Information section. This is where you will start your report.



3. The first field is where you can name your report.


The first field is where you can name your report.



4. The next step is to give your report a description. This is not required and more detail about the report can be added later.


The next step is to give your report a description. This is not required and more detail about the report can be added later.



5. Select the module you are associating this report with. It is used as a tagging field for searching later.

Info
This module association does not affect the data sources you are using.

Select the module you are associating this report with. It is used as a tagging field for searching later.



6. Most agencies will not see the Regional Agencies drop-down option. This is for several agencies that have chosen to share specific data fields. If you have this option you will need to select only your agency, or all agencies you have access to.


Most agencies will not see the Regional Agencies drop-down option. This is for several agencies that have chosen to share specific data fields. If you have this option you will need to select only your agency, or all agencies you have access to.



7. Click Next to move on the next tab. You also have the option of selecting the tab itself.


Click Next to move on the next tab. You also have the option of selecting the tab itself.



8. To learn about the next tab read the article on Data Source Configuration.


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