Ad-hoc Query Reports Management

From Shell Design, you can create a new ad-hoc query report which subsequently adds a new ad-hoc query to your database.

You can add, edit, and delete ad-hoc query reports from the Ad-hoc Query Reports tab of the Shell Design page in Administration.

From Report Explorer, you can edit existing reports or create new ones. After you create an ad-hoc query report, you can create a link on a specific page to the report. For example, if you create a report and base it on the context record type of Constituent, you can right-click the report in Report Explorer and select Add Report to Page. The Add Report to Page screen appears where you can specify a caption, the page from which to view the report, and the context ID parameter. For information about Report Explorer, see the Manage Reports chapter of the Reports Guide or the Reports section of the help file.