Ad Hoc Reports

Ad Hoc Reports are custom reports that allow you to create reports on fields based on your selection. In order to be able to generate Ad Hoc Reports, you need to make the relevant selections in Data Library.

Create Ad Hoc Reports from Data Library

• Navigate to Data Library > Reports

• Select the Ad Hoc Report option.

The Data Library List Ad Hoc (HTML) wizard opens.

Entity Fields

The Entity Fields page displays those entity-related fields that can be selected and reported on. Available fields are determined by the entities attached to the Data Library records.

To select the relevant entity fields:

• Locate the appropriate field in the Available Fields list and select it.

• Next, select Add. The field is now added to and displays in the selected fields section at the bottom of the page.

• Use the up or down arrows to change the order in which the entity fields will display in the report.

• To remove a field, select Clear (X) against it.

• After you have added all the required fields, select Next. The Data Library Fields page displays.

  Note

  The Type, Summary and Date for the Data Library field displays by default in the report. If this detail is not required, select Clear (x) against the listing to remove it.

Data Library Fields

The Data Library Fields page allows for Data Library fields to be selected. The Data Library Type that you select here will be used as a filter in the report and will display in the Fields For section.

To add additional Data Library fields, for example, All Data Library Items (Common):

• Select All Data Library Items (Common) option in the Fields For section.

• Locate the appropriate field in the Available Fields list and select it.

• Select Add. The selected field displays in the field list beneath.

To add fields relating to the filtered Data Library type, for example, Property Register Items:

• Select the Property Register Items option in the Fields For section. The Available Fields lists updates to display related fields.

• Locate the appropriate field in the Available Fields list and select it.

• Select Add. The selected field displays in the field list beneath.

To include information regarding a Connected Entity:

• Select the First Connected Entity option in the Fields For section. The Available Fields lists updates to display related fields.

• Locate the appropriate field in the Available Fields list and select it.

• Select Add. The selected field displays in the field list beneath.

• With all appropriate fields selected, select Next. The Format/Layout page displays.

Format/Layout

• Enter a title for the report in the Report Title field.

• Select the desired layout and formatting option for the report.

• Select Next.The Report page displays.

Report

• Select the Save Report to Working Documents checkbox to save the report to Working Documents, then select Finish. The wizard closes and the report is saved to Working Documents.

• To view the report immediately, select the View With dropdown menu and select the appropriate file option for the report, such as Microsoft Word or Excel. Then, select Finish. The wizard closes and the report displays in a new window.

If you need to generate this report frequently, you can save the selected fields and options as settings.

Save Report Settings

To save the fields and options for future Ad Hoc Reports:

• Select the Save Report Settings checkbox. Additional fields display beneath.

• Select the As dropdown menu and select My Report if the report should only be accessed by the user who generated it or select Shared Report if the report can also be accessed by other users.

• Enter a custom name for the settings in the Name field.

• Select Finish. The report is saved to Working Documents and displays immediately depending on the option selected.

To rerun a report based on the saved settings:

• Navigate to: Data Library > Legal > Reports

• Select the Ad Hoc Reports option. The Data Library List Ad Hoc (HTML) wizard opens. However, instead of the Entity Fields page, the Select Report page displays.

• Select the Shared Saved Reports option that you have previously named.

• If required, select the Open (Folder) icon to open or amend the report settings.

• Select Next.The Report page for the selected report displays.

• Select the relevant options. Refer to the Report section above to learn more about the available options.

• When you have completed the selections, select Finish to generate the new report.