Ad-Hoc Reporting: Basic Information

Ad-Hoc Reporting: Basic Information

Purpose

  1. This article will review the Ad-Hoc Basic Information within the Reports module. 

Information

  1. This page allows you to enter information to help organize and view your ad-hoc report.

Video

Coming Soon

Starting a Report

  1. Within the First Due module list, navigate to Reports and select “Ad-Hoc Reports”
  2. Select "Create Report"

Creating a Report

  1. After you select Create a Report, you’ll be directed to the Basic Information section. Here, you can assign a title, description, and tags to your report, making it easier to access and identify later.
  2. Once your fill in these field you can select the "Next" button to continue to the next step. 


NOTE: It’s important to know that the module dropdown does not affect the data source you pull from; it functions solely as a tagging field.

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