Create a report from an ad-hoc query

1. From Analysis, select Information library. The information library appears.

2. On the Queries tab, select the double arrows next to the ad-hoc query to use to create a report.

3. On the action bar, select Create and select Report. The Create report from ad-hoc query screen appears.

   Note: You can also create a report from the Ad-hoc query screen when you add or edit a query.

4. In the Name and Description fields, enter a name and description to help identify the report.

5. In the Destination field, select the Browse button to access the Choose Report Folder screen. From this screen, select a folder destination for your ad-hoc query report.

   The Choose Report Folder screen displays the available folder options in Report Explorer. You can select an existing folder or create a new one.

6. To enable a filter so report users can view the data in the context of a specific field, select Require a context record for report. For example, if the query results include revenue from a group of constituents, you could include constituent name as the context record to allow report users to view the results for specific people. This feature allows users who are not familiar with the query functionality to easily access information within the report.

7. In the Context record ID field, select an output field from the ad-hoc query as the filter field for the query. When you select a field, the record type associated with it automatically appears in the Context record type field. For example, to include constituent name as the filter field to appear on the report, you would select Name in the Context record ID field, and Constituent would appear in the Context record type field.

8. In the Context record type field, select a record type to associate with the report. If you selected an output field in the Context record ID field, the record type associated with it automatically appears. You can search for the record type based on the context record you select.

9. Select to view your report in Portrait or Landscape format.

10. Select Create. The screen refreshes after the program creates the report.

11. To edit and customize your report using Report Builder version 2.0 or higher, mark Open report with report builder.

    If you do not select this link, the program generates the report but you do not have the ability to customize as you would with Report Builder 2.0 (or higher).

    Note: To customize an ad-hoc query report, you can access your report in Report Builder 2.0 (or higher) through Report Explorer, the Shell Design page, or from the query report.

12. Select Close. You return to the information library.

    The ad-hoc query report displays results associated with the site or sites accessible by the user who generates the query.

    Note: You can edit existing reports and create new reports from Report Explorer in Analysis. You can also add, edit, and delete ad-hoc query reports from the Ad-hoc Query Reports tab of the Shell Design page in Administration