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After you create a few Ad Hoc reports, it may get more difficult to find the one you are looking for as your list gets longer. We recommend creating folders organized by category to store your Ad Hoc filters for easy retrieval later.

Saving Ad Hoc filters

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During the filter creation process, you can click Save or Save and Test at any time to save your progress. This will save the filter into you own set of filters that only you can access.

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Create a folder for your Ad-Hoc filters

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  • Click the Create a New Folder button, and give it a meaningful name, like "Individual Student Transcript Post"

  • This makes it easy to find your filter later

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