Ad Hoc Reports

The new Ad-hoc Reports tool allows you to define the data you would like to report on and export based on the modules you are using. With the tool, you will be able to select a module, select which fields you would like on the report, define criteria from fields, date or time, view the data within the application and even export on demand. In addition, you are able to save the template to quickly run again at another time and even schedule to be emailed automatically or saved to Box file location.

Updated on March 1, 2021

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