Page History

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1. Box # 1: Shows which columns are currently displayed. By default this will sometimes be only Recommended columns; I recommend always switching this dropdown menu to display "All" columns (as shown in the screenshot above).
2. Box # 2: Shows where you can search for specific columns using a search term. Please be sure to use the Excel sheet linked from this article to find the names for commonly used columns; some column names are quite odd and unexpected.
3. Box # 3: Shows the list of possible columns to choose from for this report. Drag from this portion of the screen to the Field section (Boxes # 4 and 5 from the screenshot above) in order to add a specific column to the Ad-Hoc Report.
4. Box # 4: Shows the internal column name of the columns already selected from this report.
5. Box # 5: Shows the Label that is configurable for every column that you add to your report. This way, you can make the report more legible for end-users. For example, we usually change the label of the column "Base Request" or "base_request_id" to be "Reference Number" since that is the name that WPP is used to.
6. Box # 6: Shows the Design tab as currently selected. This where you design the columns of the report in question.
7. Box # 7: Shows the Filter tab. This allows you to have standing filters on this report so that it doesn't return EVERY record for this record type. Ad-Hoc Reports can use both Basic and Advanced Filters as you would be able to do for a normal card. Those won't be covered again here as they are covered earlier in this guide.
8. Box # 8: Allows you to add Run-Time Filters. These are different from normal filters. Normal filters (both of the Basic and Advanced variety) will ALWAYS be applied to this report whenever it is run. Run-Time Filters, on the other hand, will prompt the user for values to search for for the specific Run-Time Criterion you have entered. For example, a common Run-Time Filter to use is Status. Every time someone goes to run an Ad-Hoc Report that has a Status Run-Time Filter, a screen will pop up asking the user trying to run the report to enter in the statuses for which they would like to return the records with said statuses.
9. Box # 9: When clicked, will show you a Preview of how the report will look when it is run. Useful for checking that you are using a column that is actually populated or for checking if your filters will actually return any data.
10. Box # 10: Shows the Edit Report Properties button; when you click this button, you will be given the option to change the Report's name, description, and type (.xlsx or .csv).
11. Box # 11: Shows the Save button. Clicking this button will save what you have done to the report and bring you back to the Ad-Hoc Report card, from where you can run your newly created report.