1. Click Reports located in the system navigation bar
2. Click the Ad Hoc Reports tab
3. Type report name… and click New Report
4. New report will appear below
5. Click the gear icon to display options
6. Click Edit Report to begin building
7. Select all desired Report Filters
8. Filters will appear on the right under SELECTED FILTERS
9. Click Add New Statement in the bottom left corner and click the white rectangle to expand
10. Type statement…
Click here to learn about Ad Hoc Statements and Rules
11. Create a New Header if desired or select a Statement Header (optional) from the drop-down menu
Statement Headers will organize and group statements with the same Header together once the report is run
12. Begin adding Rules to match the statement outcome
Click here to learn about Ad Hoc Rules
13. From the six categories below, select which category this rule applies
14. Select from the rules below to apply it to the statement
15. Rule will appear to the right under Selected Rules
16. If applicable, click the gear icon to set the rule parameters
17. Screen overlay will appear
18. Instruction to set the rule will be at the top
19. Enter relevant information
20. Click Save
21. Repeat adding rules as necessary to capture the statement's criteria
22. When finished, click Save Statement
If more statements are desired, click Add New Statement in the bottom left corner
Repeat steps 10-22 as needed
Upon completion, click Save Report in the bottom right corner