Creating an Ad-Hoc Report - Interfolio Quick Guide

Step One - Access Quicklink

• Go to Administration under the Faculty180 menu on the left side of the screen. Click on
  “Reports”
• Head to the “Administrative Reports” section of the Reports page and click “Ad-Hoc
  Reports”.

Step Two - Configure Report

• Under “Configure Basic Reporting Options” the unit can be changed along with the form
  template, and the timeframe.

Step Three - Add a Data Column

• Click the “Add Data Column” button to choose a new data column.
  • While making selections for the “Data Entity”, from left-to-right, the next “Field”
    will populate with new options to select in order to generate the exact column you
    want.
  • When making a selection, select the name for the column with the “Column Title”
    field.
• Click the “Okay” button to add each data column once configured. Each column can be
  reordered after they are created.

Step Four - Generate Report

• Click the “Generate Report” button to create the report.
• Click the Actions button to select the Print or Export the report.