How do I customize reports of my posts/opportunities?
Reports: Adhoc Reports
The Adhoc Reports (Reports) feature can be used by BOTH the Deliveries PH Business & Providers to customize a report based on posts placed in their Deliveries PH accounts.Create an Adhoc Report
To Create an Adhoc Report:
1. Click Reports on the sidebar.
2. On the Reports filter, select Adhoc Reports.
3. Click Create Adhoc Report.
4. In the New Adhoc Report modal, add the following details:
a. Report Details (Report Name)
b. Job Status - Select one or more job status/es.
c. Filters (Tags & Date Range)
d. Report Columns - These are fields that you want to appear in the Adhoc Report.
e. Sorting and Grouping (Sort By & Group By) - This section is optional.
Once a column or post detail is selected in the Sort By or Group By fields, choosing by viewing it on an Ascending or Descending will depend on their alphabetical/numerical order.
Ex. If you selected Sender Name in the Sort By field and view it in an Ascending order, the columns will appear following the A-Z order. If Descending, it will follow the Z-A order.
Ex. If you selected Sender Name in the Sort By field and view it in an Ascending order, the columns will appear following the A-Z order. If Descending, it will follow the Z-A order.
5. Click Create.
Note: You can also export your Adhoc Report as an Excel file (XLS).View an Existing Adhoc Report
To View an Existing Adhoc Report:
Click the Eye icon on your Adhoc Reports page. The columns that will appear is based on your Adhoc Report setup.
Update an Existing Adhoc Report
To Update an Existing Adhoc Report:
1. Click the Edit icon on your Adhoc Reports page.
2. Edit the details you wish to update.
3. Click Update.
Remove an Existing Adhoc Report
To Remove an Existing Adhoc Report:
1. Click the Delete icon on your Adhoc Reports page.
2. Click Yes.
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