Create a Custom Ad Hoc Report
Home > (Select - Application Name) > Manage Reports > Ad Hoc Reports > Create New Report
Create application-specific custom reports using the Ad Hoc Reports option. Once you have opened a specific application, click the Manage Reports tab. All custom reports that have been created for the selected application will display.
Click the Create New Report button to build a custom report.
Step 1: Report Details
*Report Name: Enter a descriptive name for the report.
Report Description: Add relevant details about the report that will display in the Ad Hoc Reports listing. Include text that will help other users understand the data generated by this report.
Report Visibility: Select whether the report will be visible to you only or to all users.
Report Includes: Select the type of data you want to include in this report.
- Application Data: Select this to include the following data in the report: Applicant Status, Status Detail, Stage Comments, Previous Status, Archive Status, and Date Submitted.
- Section Data: This option enables you to select questions within sections in your application.
- Score Card Information: Select this option to include answer values from all questions in the evaluation tasks associated with the application. You can also select a specific task and report on that task's scores.
- Award Information: Include the following information in the report: Fund Name, Initial Award, Final Award, and Final Status.
- Logic Model: Include and/or filter on data from the logic model you have defined for the selected application.
Click Save & Next to move to Step 2: Field Selection.
Select an Item: The items included in this list are based on the areas you selected in the Report Details step. In the example below, Application Data, Section Data, and Score Card Information were selected. The area is listed first, followed by the applicable data (such as sections or committees) contained in that area.
Once you select an item, the available fields will display in the Unselected Columns list, as shown below. Click the box to select each field to be included in the report and then click the right facing arrow to add the fields to the Selected Columns list.
As you select fields from the Select an Item dropdown list the selected fields will display in the Selected Columns list. If you need to remove a field, select it in the Selected Columns list and then click left facing arrow to move it to the Unselected Columns list.
Use the Select All and Unselect All buttons with the directional arrows to quickly move fields between the two lists.
Use the up/down arrows in the Selected Columns list to change the order of the fields. Click the box to select a field and then click the up or down arrow to move the field up or down one position.
Click the Save & Next button to move to Step 3: Filter Selection.
Filter Type: Defaults to Basic but can be changed to Advanced if you would like to enter or edit the code for the report filter conditions.
Add New Condition: Click to create a new filter condition.
Filter Field Descriptions
Order: This auto-populates as you create each filter and represents the order in which the data will be filtered.
Up/Down Arrows: Click the up or down arrow to change the sort order for a condition.
Report Item: Data areas you selected in the first step (Report Details) will be available in this list.
Section Name: If you selected Section Data in the Report Item field, all sections from the application will be listed in this field.
Field Name: The fields listed in here depend on the Report Item and Section Name selected. Choose a field on which to filter your report.
Filter: Select a filter type from the following options: Contains, Does Not Contain, Equals, Not Equal To, Is Empty, Is Not Empty, Starts With, and In.
Filter Value: The values listed here depend on the Field Name selected. Choose the applicable value for your filter.
Group: Use this field to group conditions together with the AND or OR operator.
Duplicate: Click to make a copy of the filter on the next row.
Click the Delete (trash can) icon to delete a specific filter condition.
Click the Finish button to complete the setup for your custom ad hoc report. You will be returned to the Ad Hoc Reports listing.
To run the report and view data, click the Preview (eye) icon on the row of the report you want to view. Please see the View an Ad Hoc Report article for more details.