How to create an Ad hoc Report

Last updated: February 24, 2023

Ad hoc reports are suitable for one-time events and individual reports that should not be included in any report series. They can have a date or span over a period.

To create an ad-hoc report:

1. Navigate to Reports.
2. On the Reports overview page: Click the blue New report button.
3. On the "New report" form: Enter a report name and choose a report template in the drop-down. Under Recurring: select the "No-this is an ad hoc report" option.  
4. Optional: Click the User access tab and select users who will have access to the report.
5. Click Save.
6. Select "Go to new report" to start producing the report. 

If you want to make any additional changes to the ad hoc report template when working on the report: Click Edit report at the top right of the report page, change the settings, and click Save. 

User Access: The Report module is only available for Superusers.