Ad-Hoc Reporting: Settings

Ad-Hoc Reporting: Settings

Purpose

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

Information

  1. The Settings section provides key customization features that allow you to configure how the report is handled once it’s generated. You can specify user permissions, report visibility, and how the data should be formatted or exported. This section ensures that your reports are properly secured and organized for distribution or internal use.

Steps to Configure Settings

  1. Navigate to the Settings Section
    1. After configuring the Filters, proceed to the Settings section to finalize how your report is managed.
  2. Select PDF Settings
    1. This can including Description and Criteria
  3. Select Document Orientation
  4. Configure Permissions
    1. Specify who has access to view, edit, or share the report
      1. Private: "Only Me" Only the report creator can view and manage the report.
      2. Public: "Everyone" Make the report accessible to all users with the appropriate system access.
      3. Shared with Specific Users: Share the report with selected users, such as team members, department heads, or specific roles within the organization.
    2. You can also select if these users can apply any future changes to your report. 
  5. Finally select where you would like to store this report.


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