Ad Hoc Reports

Bravo’s Ad Hoc Reports allow you to create custom reports across key parts of the system including Inventory, Loans, Buys, Layaways, Customers, and more. Whether you’re tracking overdue loans or reviewing sales data, Ad Hoc Reporting helps you build the insights you need on the fly.

Table of Contents

• Where to Run an Ad Hoc Report
• How to Build a Report
• Filters and Operators
• Batch Loading 
• Displaying and Customizing Results
• Saving Layouts and Reports
• FAQs and Notes

Where to Run an Ad Hoc Report

You can create reports from the following modules:

• Inventory Management
• Loan/Buy Management
• Layaways
• Customer Management
• Consignments
• Repairs
• Web Orders, Auctions, or eBay Listings

To get started:
From the Dashboard, click the arrow next to the section name and select Ad Hoc Reporting.

How to Build a Report

1. Open any supported module and click Ad Hoc Reporting.
2. Apply or adjust default filters (e.g., Active Loans).
3. Click Add New Criteria to customize your search.
   • Example: Set Ticket Kind to “Loan” and Due Date to less than today.
4. Use the Max Rows or Initial Rows field to determine how many results load first.
5. Click OK to run your report.

Filters and Operators

You can apply powerful filters using various operators:

Operator	Description
=	Equals
≠	Not equal
<, >, ≤, ≥	Range comparisons
Range	Between two values
In	One of several
Contains	Matches partial text
Is Empty / Is Not Empty	Filter based on missing data
Has Any / Has All	Used with fields like Commission Associates

Batch Loading

Ad Hoc Reporting in Loans/Buys and Inventory now supports batch loading. This improves performance by loading smaller chunks of data and giving you more control over your report view.

Key Features:

• Initial Rows replaces the old “Max Rows” field.
  • Choose how many rows to load when the report first runs.
• After the initial results load, use the Show More button to load additional rows in 250-row batches.
• You no longer need to break down large reports by date ranges or filters—just load more as needed.

Sort and Query Options:

You can control the order of results using the Sort By and Order selectors:

Setting	Options
Sort By	Price, Sale Price, Cost, Status Date, Age, Date to Inventory
Order	Ascending or Descending

If multiple results have the same value in the sort column, Bravo will automatically use Inventory Number and Item ID as secondary sort values.

Displaying and Customizing Results

After running a report, you can adjust what you see:

• Show Column Chooser: Right-click a column header to view hidden fields.
• Add or remove columns: Drag fields in or out of view.
• Filter results: Use the filter icon in each column header.
• Show summary panel: Add totals or averages to the bottom of the report.

Sorting and Grouping

1. Sort by clicking a column header.
2. Group results:
   • Drag a column into the Group Panel
   • Or right-click a column header → Group By This Column
3. Expand groups fully with a right-click in the panel → Full Expand
4. Customize group summaries via Group Summary Editor.

Saving Layouts and Reports

Save a Column Layout:

• Click the Layouts drop-down → enter a name → click Save
• Check Shared to make the layout available to all employees
• Use the Summary Panel to show totals for numeric fields

Save a Full Report:

• Enter a name in the custom report name field
• Choose a layout (optional)
• Click Save
• Use Update, Save As, or the red X to manage saved reports

FAQs and Notes

Q: Why don’t I see “Initial Rows” in all modules?
A: Batch loading is only available in Loans/Buys and Inventory for now. Other modules still use the classic Max Rows limit (usually up to 1,000).

Q: Can I export my Ad Hoc Report?
A: Yes. Use the Print List or export options available on the right panel.

Q: Can I reuse column layouts across modules?
A: Layouts are specific to each screen (e.g., Loan vs. Inventory).