You can create a report ad hoc. The available options depend on the type of report.

1. Customise the report header and footer for this data view.
   1. In the View list, select (Settings) by the custom data view.
   2. On the Report Settings tab, drag and drop fields between the Removed Fields and Displayed Fields sections.
      For more information on customising the header and footer, see Headers and footers for ad hoc reports.
   3. Select Save.
      Note: The custom header and footer for this data view are available automatically in all the projects that you have access to in the portfolio.
2. On the navigation toolbar, select , and then select the Ad-Hoc Template tab.
3. Select a different custom view.
   Note: The filters in the selected view are applied to the companies that were originally included and may result in an empty report.
4. Edit the report name. Tab names aren't displayed if the report only contains one company or if there are no report templates.
5. On the button, select , and then select an option:
   Note: The available options depend on the type of report.
   • View
   • Download
   • Email
   1. Edit the subject line.
   2. In the To: field, select to choose a contact, or select to find or create a contact.
   3. Select your name in the To, CC, or BCC field to receive a copy of the email.
   4. In the Body field, enter a message.
      Tip: To format the message, select the text, and then select a button on the toolbar.

      

      1. Select the font type.

      2. Select the text size.

      3. Apply a character style.

      4. Change the text or background colour.

      5. Insert a numbered or bulleted list.

      6. Decrease or increase the indent.

      7. Remove all applied styles.

      Note the following:

      • The indent, text size, and font type aren't applied in emails.
      • Emails don't include images that are pasted into the message.
   5. Select Send.