Ad hoc reports

The entire system is designed so that grids can be customised to report on what is most important to you. The information displayed can be printed or exported to Microsoft Excel, where further manipulation and visualisation can be performed.

Such outputs are called ad hoc reports because they are created as necessary to suit particular purposes.

We learned in Understanding the grid that grids can be filtered, sorted and grouped. And we saw that you can choose the column headings to be displayed. These tools help you display the information you want to report on in the .

We also saw that the Case List has extra grid tools through the Case List Criteria. This was demonstrated in Lab - Working with the grid.

Collections of criteria can be saved, so you can quickly switch between very different perspectives on the same collection of cases to rapidly create ad hoc reports.