AD HOC Query
The Ad Hoc Query tool is one of the three reporting tools available in the North Shore platform. Individuals use this tool in a variety of ways as it can export to excel, word, pdf, etc. Users can create reports for immediate use with this tool. Essentially, individuals utilize this screen to create on-the-fly reports and data extracts using streamlined views and easy field-selection.
Pipeline & Portfolio Reports
Personal Dashboards
Features
- Create reports on a whim
- Construct user-specific dashboards
- Create data dumps for immediate use
- Pull any data out of the system in a multitude of formats
- Export data to excel and other formats
- Users have the option to auto-schedule and send reports automatically via email
- Provides a streamlined view of users’ data
- Access ALL data points in real time
- Click-and-drag report design
- Add graphics into reports