Ad-Hoc Reporting: Settings

Ad-Hoc Reporting: Settings

Purpose

This article will explain some of the Settings that you can adjust for an Ad-Hoc Report in the Reports Module.

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Video




Instructions



1. We got here by Reports Module > Ad-Hoc Reports > Create Report and then navigated from the Filters tab to the Settings tab.





2. The PDF Settings allow you to choose if you want to include the Description (from the Basic Information tab) or the Criteria (from the Criteria tab) in the header of the PDF of the Report.


The PDF Settings allow you to choose if you want to include the Description (from the Basic Information tab) or the Criteria (from the Criteria tab) in the header of the PDF of the Report.



3. The next PDF Setting allows you to choose if you want the PDF to be oriented in Landscape or Portrait for printing. If you only have a few columns, Portrait would be good. If you have many columns, Landscape would be better. 

Info
CSV or XML files would have their print settings configured in the program you imported the file into.

The next PDF Setting allows you to choose if you want the PDF to be oriented in Landscape or Portrait for printing. If you only have a few columns, Portrait would be good. If you have many columns, Landscape would be better.



4. Sharing settings are for visibility of your Report:
  1. Only Me - Only you will be able to see this Report.
  2. Everyone - Everyone in your agency with access to the Reports Module can see this Report.
  3. Selected Users - You can select specific users within your agency to give them access to view this Report.





5. When you select Selected Users as your Sharing Setting, a modal will pop up to select people in your agency. Click the checkbox next to their name and then click the blue arrow to move them into the Selected box. Click Add when all users have been selected and moved over.


When you select Selected Users as your Sharing Setting, a modal will pop up to select people in your agency. Click the checkbox next to their name and then click the blue arrow to move them into the Selected box. Click Add when all users have been selected and moved over.



6. You can allow other users to apply changes to this report by checking the box. Any user you gave access in the Sharing settings will now see the pencil (edit) icon and can make changes. Any changes made to the original Report are permanent.

Alert
In most cases, do not select this box. Any user you give Sharing access can clone the original Report instead and make their adjustments in the clone. This preserves the original Report.

You can Allow other users to apply changes to this report by checking the box. Any user you gave access in the Sharing settings can now make changes. Any changes made to the original Report are permanent.



7. Reports will always be stored in the All Reports folder by default. Any report you create will also be stored in the My Reports folder. You can select additional folders by clicking in the box to bring up the folder options and selecting the one(s) you want.


Reports will always be stored in the All Reports folder by default. Any report you create will also be stored in the My Reports folder. You can select additional folders by clicking in the box to bring up the folder options and selecting the one(s) you want.



8. When you are finished with the Settings your Report is done. In the upper right corner, the Play button will Save and then Run the Report. The Save button will Save and Close the Report. The Cancel button will close the Report and cancel any changes made since the last save.


When you are finished with the Settings your Report is done. In the upper right corner, the Play button will Save and then Run the Report. The Save button will Save and Close the Report. The Cancel button will close the Report and cancel any changes made since the last save.



9. Your Ad-Hoc Report is now finished. You can access and run your Report any time by finding it on the Report List.



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