This topic provides the systematic instructions for generating ad-hoc reports, created on demand or upon request.

Reports can be requested from the Reports screen. Adhoc reports can be viewed using My Reports screen.

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 12-1 My Reports- Adhoc- Field Description

Field Name	Description
Search
Report ID	Report ID to search specific report. All the report IDs will be listed.
Report Name	Report Name to search specific report. All the reports with the names will be listed.
Generation Date	To search generated reports between specific date ranges. From date – to specify the date from which the generated reports to be searched. To date – to specify the date till which the generated reports to be searched.
Report List
Report Name	Report Name to search specific report. All the reports with the names will be listed.
Report Sub ID	Links of view the specific report.
Generation Date and Time	Report generation time and date.
Status	Status of generated reported. The status can be: Processed Pending Error

Figure 12-1 My Reports - Adhoc

Description of "Figure 12-1 My Reports - Adhoc"

To view and download the generated adhoc reports:

1. Navigate to the My Reports screen.
2. Perform one of the following actions:
   • Click the Adhoc tab.

     The list of Adhoc reports appears.

   • Click the icon to search the reports with given search criteria.

     The search results matching to the search criteria are shown on the same screen.

3. Click on Report Sub ID hyperlink to view the detailed report. (Refer specimen provided for each report)

   Figure 12-2 Party wise Workflows - Adhoc Reports

   
   

   
   Description of "Figure 12-2 Party wise Workflows - Adhoc Reports"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 12-2 Party wise Workflows - Adhoc Reports- Field Description

   Field Name	Description
   Report Name	Select the type of report to be generated.
   Report Format	Select the format in which the report is to be generated. The options with Oracle Analytics Publisher are: PDF XLS The options with Internal Reporting Application are: PDF CSV
   Party ID	Party ID of the corporate.
   Party Name	Party name of the corporate.

4. From the Report Format list, select the format in which the report is to be generated.
5. Perform one of the following actions:
   • Click Generate Report to view and generate the report.

     The success message along with the reference number, status and Report Request Id appears.

   • Click Cancel to cancel the transaction.
   • Click Clear to reset the search parameters.
6. Perform one of the following actions:
   • Click OK to close the screen and navigate to the dashboard.
   • Click on the View Reports link to download the report.

     The user is directed to the My Reports screen. The list of reports appears.

   • Click Generate another report to generate another report.
7. In the My Reports screen, click on desired Report Sub ID to view and download the generated report.
   A report will be generated in the format specified at the time of scheduling or generating an adhoc report.

   Note:

   You can also download the requested report from Administrator Dashboard, click Toggle Menu, then click Reports, and then click My Reports

   Figure 12-3 For reference, a specimen of the report generated is given below:

   
   

   
   Description of "Figure 12-3 For reference, a specimen of the report generated is given below:"

   
   

   Table 12-3 Party wise Workflows -Generated Adhoc Reports - Field Description

   Field Name	Description
   Report Parameters
   Party ID	Party ID of the corporate.
   Party Name	Party name of the corporate.
   Workflow Code	Code of the approval workflows maintained under specified party.
   Workflow Description	Description of the already maintained approval workflow.
   Approval levels	Number of approval levels in each workflow.
   User Group/Name	User name /group name of the user maintained under a group.