Creating Ad Hoc report

  1. Access an M3 Ad Hoc report in the Ad Hoc Report. Open (AHS110) program.
  2. Specify this information:
    Report group
    Select a report group.
    Ad hoc report
    Select a name for the report.
  3. Select Options > Create.
  4. Specify this information:
    Save report run
    Select 2-Yes.
    Save rep lines
    Select 1-No.
    Report location
    Click the field and select Browse.
  5. In the M3 Browse screen, right click the Key value field and select Browse.
  6. In the M3 Ad Hoc Report Location screen, right-click a service to use when printing your report and click Select. You must select the location where the ServiceID is defined for the M3 Report Manager server and port; otherwise, the Ad Hoc report will not be sent to Report Manager.
  7. If you must change the ServiceID, right-click a record and select Change. Use the E-panel to change the ServiceID. You can also select if you want to save your reports to access the XML file at a later stage. Click Next.
  8. On the E-panel, specify this information:
    Ad hoc email
    Select 2-Current user.
    Email key val
    You must have already set up an email key. Your email is displayed to the right of your userID.
    Subject
    Optionally, provide the email subject.
    E-mail text
    Optionally, provide a description for the email.
    Sender e-mail
    Browse and select the sender email, for example, RMADHOC.
  9. Click Next.
  10. Accept the default value in Job Schedule Information section. Click Next.
  11. Optionally, in M3 Ad Hoc report designer, select the design by using filters, selection fields, and subtotals to specify what to show on the report.
  12. Click Save.