This option allows to configure and share adhoc reports among large set of users in your organization. This is very useful as you can set the criteria to make the reports available to specific users.
Who can access Configure Adhoc Reporting?
Users with System Administrator and Process Administrator role types can access Configure Adhoc Reporting.
How do you access Configure Adhoc Reporting?
Configure Adhoc Reporting can be accessed through a Process Revision.
Create a new Process Revision or modify an existing Process Revision.
On the Process Revision page, click Configure Adhoc Reports.
| Process Revision |
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Click on the lookup icon to see the list of all PDF Template attachments. Make sure the attachment is already available in the system. Select any PDF that you would like to attach.
| Select PDF |
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To view the attachment, click on the out arrow next to the attachment.
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Set criteria by clicking on Define Criteria link.
| Define Criteria |
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This will let you define the routing criteria. By defining this, you can make the report available to the participant pool (users) without any restriction or only when the criteria condition is met.
Click Save.
| Set criteria |
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Click on the dropdown to select the participant pool (users) to whom you want to make this report available.
| Select participant pool |
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Click Save.
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The attached report will be available to the specified users in their process viewers.
Where to view adhoc reports?
Adhoc reports can be viewed by clicking on the Download Signed Forms/Download Attachments/Download Packet in the Process Viewer.
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