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AdHoc Grids allow for the creation of data Grids based on a User-defined Defined SQL query; any AdHoc Grid can be used to generate reports. Knowledge of the SQL language is required. Reports can be generated from the data Grids.

Navigate to Admin > AdHoc Grids > Manage Grids.

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To build a Query, click the New Query button.  This button is located in the bottom left corner of the Grid.

This open opens the Query Builder form.

Query Builder form example

SQL

The SQL field accepts any valid SQL select statement.

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Results

The Table tab displays the result set of dataset returned by the query in a table format.

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  • Name: The title of the AdHoc Grid to be created.
  • Description: Explanation of the use of an AdHoc Grid.

Options

  • Roles: Defines which User roles have access to the Grid. If none are selected, all valid Users have access. These Roles will also control if an AdHoc can appear to a Customer in the CustomerCenter. To make an AdHoc appear in the CustomerCenter, simply assign the Role or Roles that are used to make the CustomerCenter available within the organization.

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  • Column Name: This is a read-only field, determined when the query is parsed by the application.
  • Column Type: Has no effect on the query. Simply defines Defines a type to be used for default column display filters.
  • Label: Determines the text displayed in the column header.
  • Description: When hovering the mouse cursor over the column header, this will be displayed as a tool-tip.
  • Filter: Optional parameter to set a display filter for the values in the column.
  • Width: The default width for the column.
  • Visible?: If not selected, the column will not be visible on the Grid.
  • Grid Button: Allows the addition of a Grid button to the AdHoc Grid that can be configured to meet a User need. See the Grid Button section for more details.
  • Double Click?: Bind the double-click event to a Grid button.

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