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Ad-Hoc Reports are reports that we create that can be run on the fly, at any time, by any employee within the Fluxx system. Unlike filters or the Universal Search, these reports will NOT just show you records in the system; instead, Ad-Hoc Reports generate Excel or CSV files for which you can configure the Filters, the Columns, and the Groupings of the records returned. These reports are flexible and allow for us to add data from different record types all onto one report.
Before You Begin...
Fluxx has a great article regarding all things Ad-Hoc Reports related. Please see that article here: https://fluxxdev.atlassian.net/servicedesk/customer/portal/1/article/1795951277?src=-372247987
When using Ad-Hoc Reports, you'll need to know what the column names for important fields are. Please see the Excel sheet linked below to find important and frequently used columns in Fluxx and what they do.
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