Creating Reports and Using Ad Hoc Forms


You can use the Quick Data add-in to create reports from direct queries to your source data, or from structured ad hoc forms (SAFs), which are pre-configured report queries that enable you to display different subsets of their information by selecting different parameter values. Therefore, if you are using Managed Reporting authentication, you will be prompted to perform one of two options after a successful login:

  • Select a folder to determine which Master Files (synonyms) may be used to create a query with InfoAssist. You can then use the results from an InfoAssist query to populate your Excel worksheet.
  • Select an existing structured ad hoc form to populate your Excel worksheet. The list of available folders and structured ad hoc forms is based on user privileges.

Note: You might be limited to reports created from structured ad hoc forms (SAFs), depending on your Quick Data configuration.