Adhoc reporting is a tool that was designed as an easy way for the user to query the whole database.  To gain access to Adhoc reporting, click the “ADHOC” button at the top left of the webpage. On the Adhoc Report screen, the hierarchy tree will appear differently than on other pages in the portal.  This tree is designed so that the user can query the database for a specific facility or a combination of facilities.  Choosing the highest level of the hierarchy will return specific fields for the entire company.  Choose a facility by clicking in the box to the left of the facility in the hierarchy.  

Once the facility or facilities have been selected, the next step is to select the type of report to run.  Available reports to choose from include Administrative, Accounting, Bench marking, and Custom.  After the report type has been selected, click “Select Type” (highlighted above).  The report type that is selected will drive the reports that will show up in the next drop down. 

After selecting one of the report names, click Select Report.  From here, choose a previously saved report from the next drop down or choose to build a report from the information on the screen. 

Use the following steps to create a new report.  First, select the fields to be included in the report (circled below in red).  When selecting a particular field to be added, click “ >>>Add Field>>> ”. 

The order in which the fields are selected is the order they will appear on the report. To adjust the order of the fields, use the arrows (circled in yellow above) to move them up or down.
After the fields have been added, select the sort order of the information. (This step is optional.)

Select the primary, secondary and tertiary order as necessary.  After selecting the sort order, select whether the information should sorted in ascending or descending order.

The next area that can be populated is the Criteria section.  This section will allow the user to specify the data that will be pulled back in this report. (This step is required to run an Accounting or Benchmarking report. It is optional for all other report types.) 

To begin, select a field name; an example would be Account Number.  From there, select an option such as equal to, in or not equal to.  After selecting the logical equation, fill out the criteria.  For help filling out the Criteria section, click on the “*Help” link above the first Critera column. This will bring up the following menu that will provide some examples: 

The last section is the Aggregate Function area. This section gives the option to select to aggregate the data from a variety of fields including Account Number, Bill Month, Bill Create Date, Bill Status Indicator, and Commity Type. Depending on the the category chosen, different aggregate functions will be available. (This section is optional.)
An example is below:

After all of the necessary selections have been made, there will be 3 available actions that can be performed on this report.  

These options include: 

1. Submit – This will return the report information within the browser using a new tab or a pop-up window.
2. Save –Name the report and then click the “Save” button.

• When a report is saved it will be saved to a specific login name and will be available each time those credentials are used to log in.

3. Export – This will export the report to Excel.