Region and SAA Functionality Only
The Ad Hoc Reports hyperlink allows you to generate numerous custom reports. These reports are separated into four categories: Accounting Reports, Federal Reports, Item Reports, and Subgrantee Details.
To generate an ad hoc report:
From the Administration Menu, click the Ad Hoc Reports hyperlink in the Reports section. The Ad Hoc Step 1 page displays.
Click the desired report category name in the Report Selection section. The category expands to display the reports available in the specified category.
Click the desired report name. The Ad Hoc Reports Step 2 page displays. The Ad Hoc Reports Step 2 page displays different report parameters based on the report selected on the Ad Hoc Reports Step 1 page.
Select the appropriate report parameters for each section. Making a selection in certain sections updates the options in all related sections. For example, selecting a specific region, narrows down the subgrantees listed in the Subgrantees field to only those in the selected region on the Accounting Log Report
Once all selections are made, click the Next Step button in the Actions section. The Ad Hoc Reports Step 3 page displays.
Review the parameters displayed in each section.
To make additional changes to the report, click the Previous Step button in the Actions section and then repeat steps 4-6.
***After verifying that all parameters are correct, you may either save the report as a new predefined ad hoc report or you may view the report without saving it. To save the report as a new predefined ad hoc report, proceed to step 8. To view the report without saving it, proceed to step 9. Reports can be saved locally or to an available network location.***
To save the report as a new predefined ad hoc report, enter the desired file name into the Save Report As New field in the Actions section and then click the Save As New button to the right of the field. This saves the report as a new predefined ad hoc report and redirects you to the Ad Hoc Report Step 1 page. To view the newly-saved report, follow the steps to search for and view a predefined ad hoc report outlined in Predefined Ad Hoc Reports section.
To view the report, click the View Report button in the Actions section. A File Download pop-up window displays.
Click the Open button in the pop-up window. The report is generated and displays in a new window.