// 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
Your data. Your way. Right now.
With Ad-Hoc Reporting, teams get fast answers—no IT ticket required.