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To create an ad hoc search

Ad hoc searches allow refinement of the standard report search criteria used to select specific records needed for a report. After the search is defined, the search instructions are saved in a list of predefined search formats for future use. Depending upon the selected report, you can define your search by using multiple tables.

  1. From the module you are working in, select Generate reports to display the Generate reports window.
  2. Select a Report Type and related Available Report.
  3. Click Options and select Search Format to display the Select Search Instructions window, where you can perform the following tasks:
    • Create a new ad hoc search, or;
    • Edit an existing ad hoc search.
  4. Click New or select an existing search format and click Edit on the Select Search Instructions window. The Search Instructions window displays.
  5. Enter a descriptive name for the ad hoc search in the Search Name field.
  6. Select the ad hoc search criteria.
  7. Click Save to accept the search instructions and close the Search Instructions window.
  8. Click OK on the Select Search Instructions window.
  9. Click Run to generate the report.

See Also

Using Ad Hoc Searches

Modifying an Existing Ad hoc Search

Examples of Ad Hoc Searches

Managing Ad Hoc Searches


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