In this course, you will learn how to use the Ad Hoc Report Designer to access and interrogate all database content utilizing pre-built data views that cover all data classes (e.g., customers, services, referrals, contracts, etc.). The tool also allows customer designed and implemented tables to be deployed and linked to the standard data views for more elaborate reports and analyses.



Key Takeaways:

  • The View contains all the possible items that may be included in your Query
  • The View may not be changed after the Query is saved
  • ADD RULE allows adding items to filter your query; ADD GROUP allows you to create filter statements that will be enclosed by brackets
  • Add reports to your favorites by clicking the star on the AdHoc Report List

Course Content

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