Adhoc Report:

Adhoc reporting is a tool that was designed as an easy way for the user to query the database. 

  • To gain access to adhoc reporting click on the “adhoc” button at the top left of the webpage.  The first thing that you will probably notice on the adhoc report screen is that the hierarchy tree looks a little different 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. 
  • If you choose the highest level of the hierarchy the report will return specific fields for your entire company. 
  • Choose a facility by clicking in the box to the left of the facility in the hierarchy.  

  • Once the facility or facilites that you would like to report on have been selected, the next step is to select the type of report you would like to run.  You can see in the above screenshot that you can choose from Administrative, Accounting, Benchmarking, and Custom. 
  • After the report type has been selected click “Select Type” which is highlighted above.  The report type that is selected will drive the reports that will show up in the next drop down.

Since we selected Accounting reports in the first drop down, we now have access to general account, last bill report, and missing bill report in the next drop down. 

  • After you select one of the report names you will want to click “Select Report”. 
  • From here you can choose a previously saved report from the next drop down or create your own report from the information on the screen.

If you would like to create a new report follow the following steps. 

  • First you will want to select the fields that you would like included in the report (circled below in red). 
  • When you select a particular field to include it in the report click “ >>>Add Field>>> ”.

The order the fields will show up on the report will be the order that you add the fields. 

  • If you would like the fields to show up in a different order then use the arrows circled in yellow above to move them.
  • After the fields have been added you will want to then select the sort order of the information.

  • Select the primary order and then secondary and tertiary order as necessary. 

After selecting the sort order you will then be able to select whether you would like the information to be sorted in ascending or decending order.

 

The next area that you will want to populate is the criteria section.  This section allows you to specify the data that will be pulled back in this report.

As you can see above you can select a field name like Account Number.  From there you can fill out different options like equal to, in, not equal to. 

  • After you select the logical equation you will then fill out the criteria. 
  • If you need help filling out the criteria section you can click on the “*help”.  This will bring up the following menu that will give you some examples.

The last section that you have the option of filling out is the aggregate function area.  In this section you can 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 choosen you will will receive different aggregate functions.  You can see an example of this below. 

After you have made all of you selections above you will have some options regarding what to do with this report.  You can either:

 

    1. Submit the report – This will return the information to your screen
    2. Save the report – To do this first name the report and then click the Save button.
      When a report is saved it will be saved to your login name and available to you each time you login.
    3. Export – This will export the report to excel.