Ad Hoc Query

The Ad Hoc Reporting tool allows users to create and execute their own customized reports within the M5 application. It is available as an add-on license.

The Ad Hoc Reporting tool must be licensed and installed as part of the M5 application. There is specific Ad Hoc Reporting application user security that must be configured prior to using this feature.

Ad Hoc enables you to access views of the M5 data to quickly transform raw data into useful and readily understood information.

You can:

• Extract the information you need from one or more related views.
• Format data into reports, charts, pivots, and gauges.
• View the resulting report in and then print it.
• Export reports in several formats, including Microsoft Word, Microsoft Excel, and Adobe PDF.
• Implement custom layout reports through Forms

Setup and Configuration

Please refer to the M5 Ad Hoc Izenda Install Guide for more information regarding setup and configuration for the Ad Hoc module.

Note: If this is your first time using Ad Hoc after the install OR you have just updated to a new patch, please navigate to the Ad Hoc Query Admin frame for synchronization instructions.

Ad Hoc permissions and access levels are configured using the following frames within the application:

• Role Maintenance
• Application User Maintenance
• Ad Hoc Group Maintenance

Ad Hoc maintenance and upkeep (system admin level) activities are carried out on the following frames within the application:

• Ad Hoc Object Maintenance
• Ad Hoc Query Admin
• Legacy Ad Hoc Query

See also:

Izenda User Guide

Ad Hoc Reporting User Interface Guide

Last Updated: 03/01/2021

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

Additional training and technical documents on this subject may be available in the Resource Files area.