// MODULE: AD-HOC REPORTING

Build Custom Reports on Demand—No Developer Needed

The Ad-Hoc Reporting module lets users craft real-time reports using live data, configurable filters, and drag-and-drop fields—turning any dataset into actionable insights without writing code.

Core Features

• Dynamic Report Builder: Select data sources, choose fields, and see real-time previews
• Filtering & Grouping: Apply conditions, groupings, and sort logic on any report field
• Saved Reports: Save configurations for personal use or team-wide sharing
• Export Formats: Download reports as Excel, CSV, or PDF
• Permission Controls: Restrict report creation or access by role
• Multi-Source Compatibility: Combine fields across modules where allowed

Used In

• Operations and production metrics
• Inventory usage summaries
• Financial rollups and trend analysis
• User engagement and process audits

Optional Integrations

• 📋 Custom Checklists – Report on checklist completion and status
• 📦 Inventory Control – Track part usage, quantities, and stock trends
• 📈 Accounts & Transactions – Build financial dashboards and rollups
• 🧾 Invoices & Quotes – Analyze billing cycles, client invoicing, and quote performance