Ad Hoc Reporting

The output for these reports/extracts of information do not contain logos etc - you will need to complete that function after the extract has been completed. 


Why not watch a quick video on ad-hoc reports.

To build your own report

1. Go to Menu > Reports.

2. Click Action > Create New Report.  
   
   

   Open

   

   
   The New Extract screen appears.
   
   

   Open

   

   
   
   
   

3. Build your report following the description of each function below:

   
   
   

   
   
   

   
   
   

4. To change the wording of column headings in the report, click the Italic wording and edit accordingly.   
   
   

    

    

5. Once completed click Save Report.
   
   A new screen will appear.
      

6. Complete the fields. 
   
   
   

7. Click Save.

Select the help document below that you wish to view for this topic: