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.
2. 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.
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.
5. Select the module you are associating this report with. It is used as a tagging field for searching later.
This module association does not affect the data sources you are using.
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.
7. Click Next to move on the next tab. You also have the option of selecting the tab itself.
Purpose This article demonstrates uses cases and provides an overview of grouping options available within a Summary Ad-Hoc report. Summary Reports Grouping is in beta phase. The First Due Team will be making quick and frequent updates to this ...
Purpose This article will review the Ad-Hoc Filters within the Reports module. Information The Filters section in the ad-hoc reporting module allows users to refine the data included in their reports by applying specific conditions. Filters are ...
Purpose This article will review the Ad-Hoc Grouping within the Reports module. Information The Grouping section in the ad-hoc reporting module allows users to organize their report data by specific fields, making it easier to analyze and interpret ...
Purpose This article will review the Ad-Hoc Sorting Section within the Reports module. Information The Sorting section in the ad-hoc reporting module allows users to organize data in a specific order to make it easier to read, analyze, and ...
Purpose This article will review the Ad-Hoc Criteria Information within the Reports module. Information The Criteria section in the ad-hoc reporting module allows users to apply filters that narrow down the data included in the report. By setting ...