In this guide, we will show you how to use the Quick Report conversion feature within Adhoc Reports.
This process does not affect or overwrite your original Report, it creates a separate copy as a Quick Report.
Pre-requisite: You must have an understanding of Adhoc and Quick Reports within the MIS, You also need to have some Adhoc Reports already created.
Access: There is no standalone permission needed to access Quick Report conversion, it is readily available if you have access to Reports>Adhoc>View Reports. The permission for View Reports is found in the Reporting Module of Config>Setup>Roles & Permissions.
Any current Permissions will be retained within Converted Report. Quick Report Schedules will NOT be Converted and will need to be added manually.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/elJZgRIm-image.png)
See also: How to create a Quick Report and Reporting
To begin, go to Reports>Adhoc>View Reports.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/WOX6cWKA-2.png)
From there, select the Report(s) from the list so it is ticked, and press Actions>Convert to Quick Report.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/omfeu61j-3.png)
This will provide you with a wizard, where you need to complete the Report Details (Name and Description).
Once the Report Details are complete, press Convert.
The original Report will remain in the Folder and a Converted Quick Report will be created in the same Folder, displaying QR at the end of the Name and will show as Report Type.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/k9lhJ7dR-image.png)
Once the conversion is complete, you will receive a success notification.
Press OK to complete the process.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/oqBhf1yP-6.png)
You will then see a Quick Report Conversion Summary
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/C7Cqw9aK-image.png)
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/zK5lywhj-image.png)
Hover over the i to see information on the Report. Use the top right Search to look for a report and use the Grid Actions to Copy, Export or Print the Summary.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/QEPMHl9h-image.png)
You will then be taken back to the View Reports page, which will refresh automatically. Once it has refreshed, you will be able to see your newly created Quick Report.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/WdwHgzC1-7.png)