Running ad hoc reports

Run an ad hoc report to generate a report that you can view in NexJ CRM and export to multiple file formats to save and share. You determine the content of the report by setting up the fields and filters that meet your specific reporting requirements.

To run an ad hoc report, in the library in the Ad Hoc Reports workspace, right-click the report to run, then select Run. The report generates and displays in the current window.

After you generate a report, you can:

• Access controls to format, filter, and sort information in a column by clicking the column in the report. The controls display above the column heading.
• Search for text in the report by entering text in the search field, then clicking the search button. Matching text is highlighted in the report. You can search for the next or previous match in the report by clicking the next and previous buttons.
• Export the report from NexJ CRM by hovering over the Export button and selecting the format in which to export the report, such as PDF or Excel. Columns in exported reports retain their formatting, filters, and sort order.

To close the report and navigate back to the library, click Library.