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.
- From the module you are working in, select Generate reports to display the Generate reports window.
- Select a Report Type and related Available Report.
- 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.
- Click New or select an existing search format and click Edit on the Select Search Instructions window. The Search Instructions window displays.
- Enter a descriptive name for the ad hoc search in the Search Name field.
- Select the ad hoc search criteria.
- Click Save to accept the search instructions and close the Search Instructions window.
- Click OK on the Select Search Instructions window.
- Click Run to generate the report.