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Ad Hoc Reporting

Ad Hoc Reporting

Owned by Zaac Totonjian (Unlicensed)
Last updated: 15 Oct, 2023 by Yolande (Deactivated)
2 min read

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.  


    The New Extract screen appears.




  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:




 

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